Custom Services When You Have Unique or One-Off Need

From time to time, you may require custom, one-off, or special services. A comprehensive list of additional services—which are usually one-time transaction items—you may be charged is provided here in case any such needs arise.

Costs
Termination of Plan $50
Transfer of Plan $100
Qualified Domestic Relations Order (QDRO) $100
Distribution of Benefits for Death or Disability $100
ACH Returns Up to $10 Per transaction
Wire Deposit Returns $25 Per return
Returned Checks Deposit $15 Per check
Check Stop Payments/Reissue $15 Per check
Credit Card Decline $5 Per decline
Outgoing U.S Wire transfer $25 Per transfer

Under certain circumstances additional costs and expenses for clearing services may be incurred by ShareBuilder Trust which are not included in the schedules set forth above. ShareBuilder Trust will use its best efforts to advise the Company of these additional costs and expenses as soon as possible after becoming aware of them. All Fees, charges, and pass-through expenses are subject to change.