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JUST A REMINDER: SMITH HAYES can only accept checks made payable to National Financial Services LLC or "NFS". Please remember if you have an IRA in which FMTC/NFS is the custodian/trustee, contribution checks need to be made payable to National Financial Services LLC or "NFS". Should you have an IRA which is held directly at the mutual fund or insurance company, those checks should be made payable to the respective fund. Please check below for some examples of where you may have your IRA and how to make your check payable.

Do not hesitate to contact your investment consultant with any questions. As always, we thank you for your continued trust and confidence.  

If your IRA is held at and the custodian is:	Make check payable to:
National Financial Services LLC (custodian/trustee - FMTC/NFS	National Financial Services LLC or NFS
American Funds (custodian/trustee - Capital Bank & Trust Company (CB&T)	Capital Bank & Trust
Franklin/Templeton Funds (custodian/trustee - Franklin Templeton Bank & Trust	Franklin Templeton Bank & Trust (FTB&T)
Invesco	INTC (Invesco National Trust Co.) or Invesco Investment Services
Oppenheimer Funds	Oppenheimer Funds Distributor
Pioneer Funds (custodian/trustee - Pioneer Investment Management Shareholder Services (PIMSS)	PIMSS as IRA Custodian

Do not hesitate to contact your investment consultant with any questions. As always, we thank you for your continued trust and confidence.

Taxes and penalties may apply to early withdrawals. SMITH HAYES does not provide tax advice.

• Individual Accounts
  Clients that have National Financial brokerage accounts.
• Company Sponsored Retirement Plan

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