IRA Account Application

This form may be used to submit a purchase request for a Roth, Traditional or SEP IRA Savings, MMSA or Certificate Account.

You must have an existing Navy Federal Roth, Traditional or SEP IRA plan to apply. IRA Savings, MMSA or Certificate purchases may be made by the IRA account holder only.

If you have any questions while completing this application, please call 1-888-842-NFCU(6328).

This form is in Navy Federal's secure site. The secure site encrypts the transmission.

Information about IRAs
Saving Rates

Access Number
Find My Access Number
Type of IRA
First name
Middle initial
Last name
SSN
(No hyphens)
Work phone number
(no hyphens) (Example: 7035551212)
Home phone number
(no hyphens) (Example: 7035551212)
Please open an IRA account as indicated:
Please choose one of the two following options:
Open the IRA account from my:


Purchase Amount: $
Contribution Amount:
Share Savings account in the amount of:
$
Checking account in the amount of:
$
Money Market Savings account in the amount of (MMSA):
$
Note: If the respective funds are being combined from multiple accounts, enter the amounts in their respective boxes.
Note:
2017: The maximum allowable contribution to a Roth / Traditional IRA is $5,500 per tax year if under age 50 and $6,500 if over age 50.
The maximum contribution to a SEP IRA is $54,000 per tax year.
2016: The maximum allowable contribution to a Roth / Traditional IRA is $5,500 per tax year if under age 50 and $6,500 if over age 50.
The maximum contribution to a SEP IRA is $53,000 per tax year.
Please credit contribution toward:
Note: Roth and Traditional IRA contributions made from January 1 to April 15 of the current year may be credited to the previous year.
Request date
01/20/2017