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

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
Optional
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
125 South Carroll St., Ste. 250
Frederick, MD 21701