Important documents

Important documents and information


National IRA Enrollment Guide

This guide provides step-by-step guidance to enroll in a Member Benefits IRA and information to help you make your own investment decisions.

IRA Investment Spectrum

Review investments, risk tolerance spectrum, and Morningstar Style Box™ for the WEA Member Benefits IRA program.

IRA Investment Worksheet

Use the results of your Investor Suitability Profile Questionnaire or create your own portfolio with this worksheet.

Important IRA Account Information

Information on fees, eligibility, and mutual fund redemption fees.

Personal Insurance:

Personal Insurance Information Sheet

Details on our life, long-term care, and Medicare Supplement insurance for public educators in all 50 states.

The Trustee Custodian for the WEA Member Benefits IRA accounts is Newport Trust Company. To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Family members, including your spouse or domestic partner, children and their spouses, parents, and parents-in-law, may also be eligible to participate in many of our programs. Restrictions may apply. Certain state residency required.
The life, long-term care, and Medicare supplement insurance programs are offered and administered by Associates of Clifton Park. Insurance products are underwritten by multiple insurance carriers.
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