Cornerstone IRA - IRA Trust Application

Cornerstone IRA - IRA Trust Application

Please fill out the following information to get your account set up
IRA Account Holder*

First NameMiddle NameLast Name
Phone Number*
Please enter your primary phone number.
Email*
Please enter your primary email address.
Home Address (PO Boxes are not accepted)*

Street Address

Address Line 2

CityState

Zip Code

IRA Type & Funding Information
New IRA Type

Roth IRATraditional IRA
Will you roll over funds from an existing IRA?*

NoYes, from a Traditional IRAYes, from a Roth IRA
Is this an IRA that you have inherited?*

YesNo
Estimated Initial Funding Amount*

IRA Trust Name (First Choice)*
Please do not use your first or last name, or "IRA" to name the Trust. Think of something simple and anonymous
Back up IRA Trust Name (if first choice is unavailable)*
Please do not use your first or last name, or "IRA" to name the Trust. Think of something simple and anonymous
Co-Trustee (Optional)*

Appoint a Successor Trustee (this person becomes the trustee upon your death)Appoint a Co-Trustee (you and this person will have signing authority)No Additional Trustee
Additional Trustee Name

First NameMiddle NameLast Name
Additional Trustee Phone Number
Please enter their primary phone number.
Additional Trustee Email
Please enter their primary email address.
Alternate Trustee Home Address (PO Boxes are not accepted)*

Street Address

Address Line 2

CityState

Zip Code

IRA Type & Funding Information