800/607.0145 tollfree info@midatlanticira.com

Open a Roth IRA

Download The Forms

The forms are fill-able PDFs.

New Account Kit to open a MidAtlantic Roth IRA

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
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, LLC.

Mail them in

Mail to:

MidAtlantic IRA, LLC
118 West Church Street
Frederick, MD 21701