Get Ira Application - Chase Investment Counsel

Filling out the IRA Application for Chase Investment Counsel is a straightforward process that can be completed online. This guide provides you with step-by-step instructions to ensure you complete the application accurately and efficiently.

Follow the steps to successfully complete your IRA application.

1. Click 'Get Form' button to obtain the form and open it in your editor.
2. Select the type of IRA you wish to apply for by checking one of the designated boxes. Options include Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA, among others. If applicable, specify the tax year or any relevant transfer information.
3. Provide your personal investor information. Fill in the fields for your first name, middle initial, last name, date of birth, and social security number. Ensure this information is complete, as it is required for identity verification.
4. Enter your permanent street address and, if different, your mailing address. Note that P.O. Boxes are not allowed for residential address. Complete the fields for street, apartment/suite, city, state, and zip code.
5. Indicate your investment amount. Choose your funding method by checking the box for either a check or wire transfer, and provide the necessary amount. Ensure you meet the minimum investment requirements specified for each class of funds.
6. If you wish to set up an Automatic Investment Plan, select the frequency of investment and fill in the necessary fields. Attach a voided check or savings deposit slip for bank information if this option is selected.
7. Review the telephone options for transactions. If you wish to decline these options, check the appropriate box. Otherwise, confirm your acceptance by leaving the section unchecked.
8. Complete the beneficiary information section. Include the names, relationships, addresses, social security numbers, and dates of birth for each primary and secondary beneficiary.
9. Sign the application to confirm that you have read and understood the Disclosure Statement and Custodial Account Agreement. Ensure you date your signature correctly.
10. If applicable, fill out the employer details for SIMPLE IRA plans. Ensure you provide all required information accurately.
11. Before submitting, review your form to confirm all sections are completed, required information is provided, and all checks are in place. Save changes, download, print, or share the form as needed.

Complete your documents online now to ensure a smooth application process.