Get Contribute To Your Roth Ira - Patelco Credit Union - Patelco

Completing the Contribute To Your Roth IRA form is an essential step in managing your retirement savings with Patelco Credit Union. This guide provides user-friendly, step-by-step instructions to help you navigate the form effectively and efficiently.

Follow the steps to complete your Roth IRA contribution form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Fill out Part 1: Roth IRA Owner. Provide your full name (first, middle initial, last), Social Security number, date of birth, phone number, email address, and your address details including city, state, and ZIP code.
3. In Part 2: Roth IRA Trustee or Custodian, enter the information of Patelco Credit Union, including their address and organization number.
4. Proceed to Part 3: Contribution Information. Enter the contribution amount and date. Select the appropriate contribution type by ticking one of the options: Regular, Rollover, Transfer, Recharacterization, or Conversion. Be sure to provide the tax year if applicable.
5. In Part 4: Investment and Deposit Information, detail your investment description, along with the quantity/amount and status (new or existing). Input the investment number, term or maturity date, and interest rate as necessary.
6. Choose your deposit method. If using cash or check, indicate if the check is from a financial institution made payable to the trustee. Alternatively, provide details for an internal or external account, including organization name, routing number (optional), and account number.
7. Complete Part 5: Signature by certifying that all information is accurate. Sign and date the form appropriately.
8. Finally, review your completed form for any errors, save your changes, and then download, print, or share the form as needed.

Start filling out your Roth IRA contribution form online today!