Don’t Forget to Make Your IRA Contribution before April 15

Don’t forget—the Traditional and Roth IRA contribution deadline for 2014 is fast approaching. Per the IRS, all checks must be postmarked by April 15, 2015 to qualify as a contribution for the 2014 tax year. There are three ways in which you can make a contribution if you have a qualified account with Provident Trust Group.

By ACH

By Wire

  • Have your bank send a wire per these instructions:
    • Bank Name: Citizens Business Bank
    • Bank Address: 16830 Ventura Blvd., Suite 310 Encino, CA 91436
    • Account Name: Provident Trust Group, LLC
    • Citizens Business Bank ABA Number: 122234149
    • Provident Trust Group Account Number: 046032314
  • Reference/Further Information (REQUIRED):
    • Client’s name and account type (e.g. John Smith Roth IRA or Jane Doe Trad IRA)
    • Client’s account number at Provident Trust Group
    • Ensure in the “Further Information” section of the wire, your bank includes “contribution for 2014”
  • Provident’s phone number: 888‐855‐9856

By Check

  • Write a check payable to Provident Trust Group FBO your name and account type
  • On the memo line, write “contribution for 2014”
  • Mail the check to: Provident Trust Group Lockbox P.O. Box 4330 Ontario, CA 91761

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