Location
Courtyard by Marriott
3301 Lemone Industrial Blvd.
Columbia, MO 65201
573-443-8000
School participants should contact Courtyard by Marriott directly for hotel reservations at 573-443-8000. The special group rate of $103 plus tax, per room, per day, single or double occupancy is available. Be sure to state you are attending the Missouri Bankers Association IRA School.
A block of rooms is reserved for this school until Sunday, Aug. 13. The availability of rooms cannot be guaranteed after this date. Early reservations are encouraged.
Schedule
7:30 to 8:30 a.m. |
Registration/Breakfast |
8:30 a.m. to Noon |
Session |
Noon to 1 p.m. |
Lunch (provided) |
1 to 4:45 p.m. |
Session |
Materials for the School
Please bring these materials for the program; they will be part of the instruction.
- IRA vendor forms
- plan agreement
- contribution form
- distribution form
- transfer request
- direct rollover request
- rollover certification
- 70½ election form
- waiver form
- beneficiary plan agreement
- beneficiary elections
- beneficiary contribution
- beneficiary distribution form
- RMD letter
- withholding reminder notice
Four Ways to Register
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Online |
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Phone 573-636-8151 |
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Fax 573-634-2754 |
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Mail check payable to Missouri Bankers Association and form to:
Missouri Bankers Association
P.O. Box 57
Jefferson City, MO 65102 |
Registration Fees
Registration fee includes instruction materials, as well as the costs of meals and breaks.
MBA Member Fees
- Full School - $950 per person
Nonmember Fees
- Full School - $3,800 per person
The cost of meals included in the school registration fee is $150. This information is provided for your bank’s tax records, in keeping with the IRS 50% deductible provisions under Section 274(n) of the Internal Revenue Code.
Refund Policy
Any registrant withdrawing by written request before Aug. 31, 2023, will receive a full refund. Registrants withdrawing between Aug. 31, 2023, and Sept. 7, 2023, will receive a refund, minus $100 cancellation fee. Registrants withdrawing on or after Sept. 7, 2023, will forfeit the entire enrollment fee. Substitutions will be accepted.
Attire
Business casual is recommended for all sessions. Layered clothing is recommended for your comfort.
Special Requests
If you have any special requests, please contact MBA at 573-636-8151 or email by Sept. 7.