Next Steps


► If you have IRA Shares at the Credit Union and would like to transfer funds into an IRA Share Certificate, please contact us.


IRA Printable PDF Forms

Completed forms should be returned to APCI Federal Credit Union.

PO Box 20147 · Lehigh Valley, PA 18002-0147 · Fax: 610-841-2589

We discourage emailing your forms since this is not a secure channel of communication.
 

Traditional IRA Forms


Traditional IRA Simplifier
Complete page 1 of this form to establish a Traditional IRA on your APCI Federal Credit Union Account for which you are primary owner.

Traditional IRA Contribution Form
Complete this form to make a contribution, transfer or rollover to your established Traditional IRA with APCI Federal Credit Union.

Traditional IRA Contribution Eligibility Form
Complete this form to determine the eligibility of the contribution.

Traditional IRA Transfer Request
Complete this form to initiate an IRA transfer from another Traditional IRA custodian to your Traditional IRA at APCI Federal Credit Union.

Traditional IRA Designation of Beneficiary
Complete this form to designate or change beneficiary options on your Traditional IRA with APCI Federal Credit Union.

Traditional IRA Withdrawal Authorization
Complete this form to withdrawal from your Traditional IRA.

 

Roth IRA Forms


Roth IRA Simplifier
Complete page 1 of this form to establish a Roth IRA on your APCI Federal Credit Union Account for which you are primary owner.

Roth IRA Contribution Form
Complete this form to make a contribution, transfer or rollover to your established Roth IRA with APCI Federal Credit Union.

Roth IRA Contribution Eligibility Form
Complete this form to determine the eligibility of the contribution.

Roth IRA Transfer Request
Complete this form to initiate an IRA transfer from another Roth IRA custodian to your Roth IRA at APCI Federal Credit Union.

Roth IRA Designation of Beneficiary
Complete this form to designate or change beneficiary options on your Roth IRA with APCI Federal Credit Union.

Roth IRA Withdrawal Authorization
Complete this form if you want to withdrawal from your Roth IRA.

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