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IRA Account

Schedule an appointment to discuss individual retirement accounts.

Count on a good experience

During the appointment, we’ll help you choose the right services for your needs, open your account(s), and make sure you have secure, convenient access 24/7 with RCU online or mobile banking.

What will I need for my appointment?

  • Current state or government issued photo ID (such as a driver’s license or U.S. passport)
  • Social Security number and date of birth for the owner(s) of the account
  • If you are transferring an IRA from another institution, bring your most recent statement
  • If you are rolling over a 401(K) or other qualified plan, bring the rollover documents provided by your employer