Get This Form May Be Used To Open A New Traditional Ira, Rollover Ira, Roth Ira, Or Sep Ira In

Filling out the form to open a new Traditional IRA, Rollover IRA, Roth IRA, or SEP IRA may seem daunting, but this guide is designed to help you navigate the process with ease. By following the outlined steps, you can ensure that you complete the application correctly and efficiently in an online environment.

Follow the steps to complete your IRA application online

1. Press the ‘Get Form’ button to obtain the IRA application form and open it in your chosen online editor.
2. Begin by filling out the required portion under 'Shareholder Registration', ensuring that all fields marked with an asterisk are completed clearly. Provide your first name, middle initial, last name, date of birth, social security number, and both daytime and evening telephone numbers.
3. Next, in the 'Mailing Address' section, accurately enter your street address, city, state, and zip code. If you provide a post office box, also include a street address as required by the USA PATRIOT Act.
4. Move to 'IVA Funds Selection' to indicate which funds you wish to invest in. Select the appropriate class of shares and input your desired investment amount, ensuring you meet the minimum purchase requirements as outlined.
5. Choose the type of retirement account you wish to open in the 'Type of Retirement Account' section. Select one option that best fits your needs, such as Traditional IRA or Roth IRA.
6. If applicable, complete the 'Telephone Exchange and Redemption' section to indicate whether you wish to allow transactions by phone.
7. In the 'Electronic Delivery of Documents' section, provide your email address if you consent to receive documents electronically, or choose to receive them by standard mail.
8. If you're establishing a Systematic Investment Plan, fill out the relevant fields by providing your banking information and attaching a voided check or deposit slip as instructed.
9. Designate your beneficiaries in the 'Designation of Beneficiary(ies)' section, ensuring that the percentages add up to 100%. Incomplete designs will mean equal distribution among beneficiaries.
10. Review and sign the final 'Signature & Certification' section, which includes agreeing to the terms of the application and certifying the accuracy of the provided information.
11. After completing the form, save any changes made, and choose your preferred option to download, print, or share the completed form as necessary.

Complete your IRA application online today to secure your financial future.