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Account Application for Individual, Joint Registration, or Uniform Gift or Transfer to Minor (UGMA/UTMA) Accounts
Use this form to open a new individual, joint, uniform gift to minors (UGMA), uniform transfer to minors (UTMA), trust, or corporate account.
Traditional IRA or SEP IRA Application
Use this application to open a new Traditional or SEP IRA account.
Roth IRA Application
Use this application to open a new Roth IRA account.
Simple IRA Application
Use this application to open a new Simple IRA account.
IRA Direct Rollover Form
Use this form to facilitate the direct rollover of assets between a tax-qualified plan and a Traditional or Roth IRA. Do not use this form to facilitate a rollover or direct transfer of assets between IRAs. You will need to complete a Traditional or Roth IRA Account Application if you do not already have an account established.
IRA Transfer Form
Use this form to facilitate the transfer Traditional, Roth, SEP, or Simple IRA assets from one IRA Trustee/Custodian/Issuer to an Appleseed Fund IRA account. Do not use this form to facilitate a rollover of assets from an employer-sponsored qualified plan or to convert Traditional, SEP or SIMPLE IRA assets to a Roth IRA. Please complete a new account application if you do not already have an account established.
IRA Change of Beneficiary Form
Roth Individual Retirement Custodial Account Disclosure
SIMPLE Individual Retirement Custodial Account Disclosure
Traditional SEP IRA Custodial Account Disclosure
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Feel free to call toll-free 1-800-470-1029 if you have additional questions.
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