Download The Forms
The forms are fill-able PDFs.
Click on the forms link above for the full New Account Kit to save to your computer, fill out then Print & Sign!
You will need Acrobat reader to view and fill in the forms.
[click here for the latest version of ACROBAT READER ]
|Account Type||Required Forms|
|Roth IRA||General Application|
|General Fee Disclosure|
|5305-RA Roth IRA Disclosure|
Roll Over / Direct Rollover 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, LLC.
Mail them in
MidAtlantic IRA, LLC
118 West Church Street
Frederick, MD 21701