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Express IRA Application

  • Mr.Mrs.Ms.

YesNo

/ /


Traditional
Roth
SEP
Other
Transfer from an existing IRA
Rollover from another IRA
Rollover from a previous employer’s qualified plan(401K, 403(b), etc)


Traditional IRASEP IRA

Roth IRA SIMPLE IRA

401(k), 403(b), 457(b) or other Qualified Retirement Plan


X