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Individual Retirement Account (IRA)

Make your visit as fast and efficient as possible by providing the items below at your appointment.

What you will need

Photo ID

Current state or government issued photo ID (such as a driver's license or U.S. passport).

Social Security number

Social Security number and date of birth for the owner(s) of the account.

Account statement

If you are transferring an IRA from another institution, bring your most recent statement.

Rollover documents

If you are rolling over a 401(K) or other qualified plans, bring the rollover documents provided by your employer.

Schedule your appointment now

Count on a good experience

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

Schedule an Appointment