Open a Traditional IRA

Follow the following steps in order to open your Traditional IRA:

1. Download and review the IRA Custodial Agreement and Disclosure Statement.



2. Complete and sign an IRA Adoption Agreement, attach a clear copy of a government issued photo identification (ie: Driver's License, Passport, etc...).



3. If you will be including a contribution with your Adoption Agreement, please be sure to include an IRA Contribution Form - be sure to indicate that this is a TRADITIONAL Contribution and to which Tax Year the contribution is to be applied.



4. Return the above to one of the following:

by fax to: (315) 292-6483

-OR-

by mail to: AutoRollovers 6 Rhoads Drive Suite 7 Utica, NY  13502



5. After allowing us time (seven (7) to ten (10) business days) to process your IRA Adoption Agreement, you may log-in to your account and select your investment direction.  If you fail to complete this step, your IRA will be invested in the default fund and remain there until you initiate an account transfer or reallignment.



6. If you have other IRA accounts that you would like to consolidate into your new AutoRollovers IRA, you may do so after you have completed the above steps.  Use the following link to learn more about IRA-to-IRA Transfers.