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
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.
We recommend you meet with our New Accounts Department before sending in your paperwork to ensure you are sending everything you need to open an account. All documents must be mailed or overnighted to our office at the address below:
MidAtlantic IRA, LLC
118 West Church Street
Frederick, MD 21701