How do I request proof of assets or income verification?

You can request proof of your IRA balance or activity on your saver portal using the Account Snapshot feature. To see an Account Snapshot, log into your MERIT account and select Statements from the "Documents" section. From there, you will click Generate Account Snapshot and select a custom date range to create a PDF showing all contributions, withdrawals, earnings, and fees for that period, along with your starting and ending balance.