1. Select the Type of Account

If you already know the type of account you wish to open, you can go to the next step

• Learn about Traditional IRAs
• Learn about Roth IRAs
• Learn about SEP IRAs
• Learn about SIMPLE IRAs

Click here to learn more about what you need to open an account!

2. Get The Forms

Select the type of account you would like to open. If you prefer, we can mail or email the forms to you.

• Open a Traditional IRA
• Open a Roth IRA
• Open a SEP IRA
• Open a SIMPLE IRA
• Other Employer-Sponsored Plans

3. Fill Them Out

You can complete the paperwork online or print the paperwork to complete by hand.

You will need Acrobat reader to view and fill in the forms. [click here for the latest version of ACROBAT READER ]

4. Print & Sign

You will need to print and sign all forms making sure to keep a copy for your records.

5. Mail Them In.

All documents must be mailed or overnighted to our office at the address below:

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