Our Fee Schedule is as follows:
- Resale of your interest in a policy to another purchaser - $100 per purchaser.
- Change of account ownership due to death, divorce, or account re-registration (change of account designation or category) - $100 per purchaser.
- Mandatory distribution from IRA - $25
- Name change only (ownership of account doesn't change, but only name of account holder changes, for example, due to marriage) - no charge
- Cashier's certified check - $25.00
- Wire fee - domestic - $25.00
- Wire fee - foreign - $25.00
- Rejected wire - $25.00
- Rejected wire - foreign - $50.00
- Foreign bank draft - $25.00
- Returned check - $25.00
- Stop payments - $25.00
- Tax form changes for revised 1099 (due to wrong TIN provided by purchaser) - $50.00
- Overnight delivery - domestic - $18.00
- Overnight delivery - foreign - $30.00
- Overnight delivery address changes - $10.00
These fees are subject to change upon 90 days notice.