IRA Application

What would you like to do today?*

New IRA Plan ApplicationAdd to an existing IRA Plan
Select the type of IRA we can assist you with:*

Traditional IRAROTH IRA
Is this an Inherited IRA?*

YesNo
ShowHide(6)109
Your Information
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Social Security Number*
Date of Birth*

MonthDayYear
Phone Number*
Email*

Confirmation Email
Marital Status

I am marriedI am not married
Spouse's Email*

Confirmation Email
Church Affiliation
Church Location

Original Owner's Information
Name*

First NameMiddle NameLast NameSuffix
Relationship to Original Owner*
Social Security Number*
Date of Birth*

MonthDayYear
Date of Death*

MonthDayYear
Payment Election Information
Has there been a payment election made for the assets you inherited from the employer-sponsored retirement plan or IRA?*

NoYes
What was the previous payment election made?*

Five-Year RuleTen-Year RuleLife Expectancy Payments
What is the Date of Birth of the individual whose life expectancy is being used to calculate the payment?*

MonthDayYear

Deposit Information
Show Check Warning
Deposit Method*

CheckCDF InvestmentExternal Investment
The check must be from a financial organization made payable to the trustee/custodian for this IRA.
CDF Investment Number*
Investment Type*
Organization Sending the Assets*
Routing Number*
Account Number*
Verify Account Number*
Account numbers do not match
Account Type*

Investment Information
Choose a Term*

No Term1 Year3 Year5 YearSpecial Certificate
Select a Promotion*
Investment Description
Quantity or Amount
Investment Number
Maturity Date

MonthDayYear
Interest Rate
Quantity or Amount Numeric
Interest Rate Numeric
Do you have more Investment information to list?

YesNo
Investment Description
Quantity or Amount
Investment Number
Maturity Date

MonthDayYear
Interest Rate
Quantity or Amount Numeric
Interest Rate Numeric
Do you have more Investment information to list?

YesNo
Investment Description
Quantity or Amount
Investment Number
Maturity Date

MonthDayYear
Interest Rate
Quantity or Amount Numeric
Interest Rate Numeric

Beneficiary Designation
Would you like to designate any Beneficiaries at this time? (Max 4)

YesNo
You may designate beneficiaries at a later date. If you require more than four beneficiaries, please contact us at 888.540.7112
Total Primary Designations

First Primary Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Beneficiary?

YesNo

Second Primary Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Beneficiary?

YesNo

Third Primary Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Beneficiary?

YesNo

Fourth Primary Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.

Beneficiary Designation
Please ensure that the total designations add up to 100%. Current total is {TotalPrimaryDesignation}%
Would you like to add Contingent Beneficiaries at this time? (Max 4)

YesNo
You may designate beneficiaries at a later date. If you require more than four beneficiaries, please contact us at 888.540.7112
Total Designation
Is Total Designation Good

First Contingent Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Contingent Beneficiary?

YesNo

Second Contingent Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Contingent Beneficiary?

YesNo

Third Contingent Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.
Do you want to add another Contingent Beneficiary?

YesNo

Fourth Contingent Beneficiary
Name*

First NameMiddle NameLast NameSuffix
Address Line 1*
Address Line 2
City*
State*
Zip*
Date of Birth*

MonthDayYear
Relationship*
Social Security Number*
Percent Designated
Percentage designated must equal 100%. If more than one benificiary is designated and no percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA.

Beneficiary Information
Please ensure that the total contingent designations add up to 100%. Current total is {TotalContingentDesignation}%

Transfer Options
Would you like a one-time or recurring transfer?*

One-Time TransferRecurring Transfer
One-Time Transfer Options

Transfer Entire BalanceThis Transfer will close the current account
Transfer Frequency*

MonthlyQuarterlySemi-AnnuallyAnnually
Transfer Amount*
Transfer Date*

MonthDayYear
For recurring transfers, this will be the date of the first transfer
Transfer Amount Numeric

Asset Handling

Investments identified below will be liquidated immediately unless otherwise specified in the Special Instructions section.
Asset Description
Amount to be Transferred
Amount to be Transferred Numeric
Special Instructions

0/70
Do you have another asset to list?

YesNo
Asset Description
Amount to be Transferred
Amount to be Transferred Numeric
Special Instructions

0/70
Do you have another asset to list?

YesNo
Asset Description
Amount to be Transferred
Amount to be Transferred Numeric
Special Instructions

0/70

Confirmation
This will be a section that shows the pertinent selections from the previous form, or perhaps just a blurb before the submit. Basically, with the page logic that happens throughout the form, there needs to be a common landing place for the submit button to live and I think there should be something here other than the submit button. Suggestions welcome/requested.
Would you like to have your forms delivered via mail or DocuSign?*

DocuSignMail
Additional Comments

0/500
Should be Empty:

Your Information

Original Owner's Information

Payment Election Information

Contribution Information

Deposit Information

Investment Information

Beneficiary Designation

First Primary Beneficiary

Second Primary Beneficiary

Third Primary Beneficiary

Fourth Primary Beneficiary

Beneficiary Designation

First Contingent Beneficiary

Second Contingent Beneficiary

Third Contingent Beneficiary

Fourth Contingent Beneficiary

Beneficiary Information

Traditional Contribution Eligibility Requirements

Roth Contribution Eligibility Requirements

Transfer Request

Current Owner Information

Current Trustee/Custodian Information

Transfer Options

Asset Handling

Confirmation