Next Steps

To initiate any of the following actions for a Traditional or Roth IRA, please contact us. IRA documents can now be signed with an electronic signature, making our processes more efficient and secure.

• IRA Simplifier: to establish an IRA on your Credit Union Account for which you are primary owner

• IRA Contribution: to contribute, transfer, or rollover to your established IRA with the Credit Union

• IRA Contribution Eligibility: to determine the eligibility of a contribution

• IRA Transfer Request: to initiate an IRA transfer from another IRA custodian to your IRA at the Credit Union

• IRA Designation of Beneficiary: to designate or change beneficiary options on your IRA with the Credit Union

• IRA Withdrawal Authorization: to withdrawal from your IRA

• IRA Share Certificate Purchase: to transfer funds from existing IRA Shares at the Credit Union to an IRA Share Certificate

For further information, please call 800-821-5104.

• Al Kauffman, Certified IRA Professional at ext. 2840