An annual account maintenance fee of $10 per year applies to IRA, Coverdell Education Savings Account (CESA) or 403(b) accounts. Account holders may choose one of two options to cover this fee:
Option 1: Send a check for $10 made payable to “Domini Funds”. The check must be received by December 1, 2018. Please write your account number on the check, and specify “2017 Maintenance Fee” in the memo area. If you have already mailed in the $10 account fee, thank you. You need not take any further action.
Option 2: Do nothing, and have the fee automatically deducted from your IRA/CESA/403(b) account.
In addition, you can choose to make your contribution for 2018, if you have not already done so. Simply include a separate check made payable to “Domini Funds”, complete the investment slip and return them in the envelope provided.
If you have any questions, please call us at 1-800-582-6757, M – F, 9 a.m. to 6 p.m., Eastern time.