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Home > Checking & Savings > Savings > IRAs > Traditional IRA Forms

Traditional IRA Forms

Click here to review eligibility requirements.

Traditional IRA Simplifier

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

Traditional IRA Contribution Form

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

Traditional IRA Contribution Eligibility Form

Complete this form to determine the eligibility of the contribution.

Traditional Carryback Contribution Authorization

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

Traditional IRA Transfer Request

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

Traditional 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.

Traditional IRA Designation of Beneficiary

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

Traditional IRA Withdrawal Authorization

Complete this form to withdrawal from your Traditional 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