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

• Open a Traditional IRA
• Open a Roth IRA
• Open a SEP IRA
• Open a SIMPLE IRA

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

2. Get The Forms

• Follow our links in our menu above OR
• If you would prefer, we can mail or email you the forms.

3. Fill Them Out

• You can either fill in your information on the computer OR
• Print them out and fill them out 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 the forms to provide signatures
• Make sure to keep a copy for your records.

5. Mail Them In.

• Banking regulations stipulate that the signed documents be delivered to MidAtlantic IRA, LLC.
• Please do not email your forms. Email is not a secure medium.
• Mail to :
  • MidAtlantic IRA, LLC
    118 West Church Street
    Frederick, MD 21701