800/607.0145 tollfree info@midatlanticira.com

Open a Roth IRA

Download The Forms

The forms are fill-able PDFs.

Click on the forms and save to your computer fill them out then Print & Sign!

New Account Kit to open a MidAtlantic Traditional Roth or SEP IRA

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Account Type Required Forms
Roth IRA General Application
General Fee Disclosure
5305-RA Roth IRA Disclosure
Roll Over / Direct Rollover Form
Transfer Form
Traditional to Roth Conversion Form

Print & Sign

Sign your forms and make a copy for your records.

Please do not email the form. Email is not a secure medium.
Banking regulations stipulate that the signed documents be delivered to MidAtlantic IRA.

Mail them in

Mail to:

MidAtlantic IRA
118 West Church Street
Frederick, MD 21701