Get Traditional And Roth Ira Application - Usaa.com

Completing the Traditional and Roth IRA application can be a straightforward process when approached step-by-step. This guide will help users navigate through the application, ensuring all necessary information is provided for a successful account setup.

Follow the steps to complete your IRA application with ease.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Read the USAA Traditional/Roth IRA Disclosure Statements and Custodial Agreements to understand the terms and conditions associated with your account.
3. Fill in your personal information accurately, including your USAA Number, Social Security Number, date of birth, and complete name details.
4. Provide your physical and mailing address, specifying that a P.O. Box cannot be used for your physical address.
5. Indicate your citizenship status and provide additional identification if you are not a U.S. citizen.
6. Select the type of IRA plan you wish to apply for — either a Traditional IRA or a Roth IRA.
7. Specify your deposit type, whether it’s a contribution, transfer, or rollover, and provide the necessary details for the selected deposit type.
8. Complete the payment information for your initial deposit, whether by check or through an existing bank account.
9. Designate your primary and contingent beneficiaries, ensuring you comply with any applicable legal requirements.
10. Review the application thoroughly, then sign and date the document to confirm your acceptance of the terms.
11. Return your completed application to USAA Federal Savings Bank, ensuring it is addressed to the correct department for processing.

Start your application online today and secure your retirement with a Traditional or Roth IRA from USAA.