TRADITIONAL AND ROTH IRA APPLICATION AND ADOPTION AGREEMENT INSTRUCTIONSTraditional and Roth Ira Application and Adoption Agreement Instructions • March 27th, 2020
Please complete the Traditional and Roth Individual Retirement Account (IRA) Application and Adoption Agreement (the “Application”) to establish your IRA account. The applicant's name must be that of an individual, not a business or trust. If you are opening an IRA for your spouse, your spouse must complete a separate Application. Please read the Traditional IRA or Roth IRA Disclosure Statement carefully or consult Internal Revenue Service (“IRS”) Publication 590 for IRA eligibility requirements and contribution restrictions.
