This document provides our best estimate of when you will receive tax information related to your Washington Trust Wealth Management accounts. View Delivery Schedule >>>
ROTH IRA AMENDMENT
Download the 2020 amendment to the Washington Trust Wealth Management Roth IRA contract document.
Download the 2019 amendment to the Washington Trust Wealth Management Roth IRA contract document.
ROTH BENEFICIARY IRA AMENDMENT
IRA AMENDMENT
Download the 2020 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
Download the 2019 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
BENEFICIARY IRA AMENDMENT
If you have any questions about these tax documents, contact Kimberly I. McCarthy, Esq., Senior Vice President and Chief Wealth Client Services Officer at (401) 654-4815 or by email at [email protected].
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