Encourage customers to maximize their tax-advantaged contributions before the deadline. This letter template supports proactive outreach for accounts like IRAs, HSAs, or education savings.
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How to use this template
This template is designed to make sending personalized mail quick and easy. Open the file in Figma and duplicate it into your workspace to customize the design. Use the plugin to export your mail piece into your Lob account.
Visit the Help Center to learn more about creating postcards using Lob’s API.How to customize your Letter
Bleed size
Bleed is extra space that allows for colors or background images to be printed to the edge of your piece.
Trim size
This is the finished size of your mail piece (before folding).
Safe zone
Ensure all text and important elements are inside the safe zone.
Address Information
This is where your address and barcode information will appear – if any artwork is placed in this space it will not be printed.
More helpful tips for designing your mail piece
Use high resolution images
300dpi is required for printing. Images with higher dpi’s should be adjusted to 300 to prevent file sizes from becoming too large.
Use Google Fonts
Lob supports all Google fonts by default – or you can host your own licensed font and provide the link.
See FAQs for more info
Use your preferred design tool
In addition to Figma, you can use Adobe InDesign or Illustrator to create your mail piece – just follow the specs provided and upload as a PDF to your Lob account.
Don’t add crop marks or other printer’s marks
Our platform automatically adds these after you upload your file.
Use 40% opacity and above
For the best output, avoid using low opacities.
Use appropriate line weights
We recommend using lines 1px and above for best results.
What information should this letter include?
Contribution limits, remaining amounts, and benefits of making a full contribution. Include a deadline to create urgency.
Can this be sent to different account types?
Yes. You can customize the language to reflect retirement, health, or education account goals.
