INDIVIDUAL RETIREMENT ACCOUNTS (IRA)

ROLLOVER IRA

DESCRIPTION

A non-contributory IRA that allows an individual to take control of assets distributed by an employer's qualified retirement such as 401(k), 457, and 403(b) plans. 

CASH ACCOUNT

All securities in a cash account must be paid in full. 

REQUIRED DOCUMENTS

New Account Form
IRA Simplifier Form
Account Transfer Form
IRA Deposit Slip
Copy of driver's license or passport

OPTIONAL FORMS

Options Agreement

CHECK LIST

Your most recent statement for the account being transferred ($500 account minimum)
Please make sure that all beneficiary information on your IRA Simplifier Form is complete

NOTES & RESTRICTIONS

Account holder(s) must be at least 18 years of age
Domestic U.S. Cash Account Only