This page uses JavaScript. Your browser either does not support JavaScript or you have it turned off. To see this page properly please use a JavaScript enabled browser.
Home > Checking & Savings > Savings > IRAs > Roth IRA Forms

Roth IRA Forms

Click here to review eligibility requirements.

Roth IRA Simplifier

Complete page 1 of this form to establish a Roth IRA on your APCI Federal Credit Union account for which you are primary owner.

Roth IRA Contribution Form

Complete this form to make a contribution, transfer or rollover to your established Roth IRA with APCI Federal Credit Union.

Roth IRA Contribution Eligibility Form

Complete this form to determine the eligibility of the contribution.

Roth Carryback Contribution Authorization

Complete this form to make a prior year contribution (through April 15th) to your established Roth IRA with APCI Federal Credit Union.

Roth IRA Transfer Request

Complete this form to initiate an IRA transfer from another Roth IRA custodian to your Roth IRA at APCI Federal Credit Union.

Roth IRA Rollover Certification

Complete this form when receiving an IRA rollover, or qualified retirement plan assets from another custodian in order to verify that the rollover meets IRS eligibility requirements.

Roth IRA Designation of Beneficiary

Complete this form to designate or change beneficiary options on your Roth IRA with APCI Federal Credit Union.

Roth IRA Direct Conversion Request

Complete this form to directly convert your Roth IRA from another custodian to your Roth IRA with APCI Federal Credit Union.

Roth IRA Withdrawal Authorization

Complete this form if you want to withdrawal from your Roth IRA.

Please print and mail or fax completed forms to:

APCI Federal Credit Union
PO Box 20147
Lehigh Valley, PA 18002-0147
Fax: (610) 706-7100