Get Started NOW – Open an account!
The American IRA Kit!
Download the kit: [Click here for the American IRA EZ IRA Kit]
The EZ IRA Kit contains all the essential forms for opening any type of plan:
The Kit contains Detailed Instructions; a convenient checklist, the Account Application; and Fee schedule.
Please also download the Agreement for your plan below:
- ROTH IRA Agreement and Disclosure
- Traditional IRA Agreement and Disclosure
- SEP IRA Prototype Agreement and Disclosure
401(k) application
A 401(k) is a retirement savings plan sponsored by an employer. Taxes are not paid until the money is withdrawn from the account.
Health Savings Account
Download the HSA kit: [Click here for the American IRA HSA IRA Kit]
The HSA Kit contains Detailed Instructions; the Account Application; Appointment of Custodian, Investment Direction, and Important Disclosures; the Fee schedule; and Transfer Form.
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