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IRA Basics: An Interactive Workshop

Whether you are opening a new IRA plan, contributing to an existing plan, moving a plan, or taking an IRA distribution, it always seems like there are too many forms that need to be completed and filed. Then comes the insecurity about using the right forms and/or checking the correct boxes on the forms for the IRA transaction that we are trying to finish.

Upcoming
Beginner Friendly
DATE

Wednesday, February 11, 2026
11:00 am - 1:30 pm

INSTRUCTOR

Patrice Konarik

FORMAT

Webinar

CREDIT TYPE

3 CISP Credits

$450.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Deposit
  • Deposit Accounts
  • IRAs
  • Reporting
  • Teller
  • Transaction Compliance
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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In this two-hour interactive workshop, you will learn what forms to use for which type of plan, as well as what box to check for the current transactions. The first hour will be basic information about the forms in general and the IRA plan types. After that, the class will be broken into several virtual break-out sessions, and you will be given some scenarios and exercises to complete.

The instructor will virtually enter each group to check on the progress and answer any questions. After the examples are completed, we will join together and go over the answers to the scenarios.

We will be using generic form examples in the presentation. It is highly recommended you have your own forms available for the workshop break-out sessions in order to customize them to your financial institution including:

  • Applications for Traditional, Roth, Inherited Traditional, and Inherited Roth IRAs
  • Contribution Forms
  • Distribution Forms
  • Rollover Review or Certification forms
  • Direct Rollover vs. Transfer Request Form
  • Beneficiary Election Forms

What You'll Learn

  • When do we complete a new plan document vs. when do we use supplemental forms for an existing customer?
  • What are the three questions that must be asked before taking in a Rollover Deposit?
  • When do you use the Direct Rollover Request vs. the IRA Transfer Request Forms?
  • What is the coding difference between an IRA Rollover and an IRA Transfer?
  • How do we title an Inherited IRA?
  • What are the requirements on completing a Spousal Consent on the IRA Beneficiary Designation?
  • What codes do we use on distributions prior to age 59.5 for penalty exceptions?

Who Should Attend

This session is ideal for any employee involved in opening or processing IRAs, from beginners to experienced personnel.

Patrice Konarik

Instructor Bio

Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.

Continuing Education Credit Information

IRA Basics: An Interactive Workshop has been approved for 3 CISP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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