Trust Examiner School - September 2023

Internal Use Only

Self-Directed IRAs Regional Director Memorandum 98-058 June 23, 1998

Three minimum disclosures: • Not insured by the FDIC

• Not a deposit or obligation of, or guaranteed by, the institution • Subject to investment risks, including possible loss of principal

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Internal Use Only

• If the accounts are not trust accounts, they should be reviewed as part of the Nondeposit Products under the above RD Memo Self-Directed IRAs Regional Director Memorandum 01-035 September 5, 2001

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