Harland Financial Solutions and Ascensus™ have incorporated IRA and ESA rules and regulations into DepositPro®, alleviating the many burdens your financial organization faces when it comes to keeping up with the latest industry changes. When you purchase the DepositPro-Ascensus IRA/ESA module, you benefit from the power of two industry leaders, working together to deliver up-to-date IRA and ESA information and exceptional solutions.

The DepositPro-Ascensus IRA/ESA module provides your financial institution with:

• Seamless integration of Ascensus IRA and ESA forms within DepositPro for account opening and maintenance activities
• Complete opening documents and financial disclosure calculations for Traditional and Roth IRAs and Coverdell ESAs
• More than 50 compliant transaction forms for contributions, withdrawals, required minimum distributions, fund transfers, rollovers and more
• Access to Ascensus staff and resource materials for marketing, training, consulting, administration and more

The DepositPro-Ascensus IRA/ESA module provides your financial institution with the following benefits:

• Predetermined window-flow with question-and-answer format leads to faster account opening, more effective staff training and better customer service.
• Automatic financial projection calculations save time and ensure accuracy.
• Electronic documents can cost less than preprinted forms and are faster to process.
• Automatic document selection delivers consistent, accurate documentation to help pass internal and external audits and reduce exposure to IRS penalties.