Open an Individual Retirement Account

Email

Are you a Clean Energy Credit Union member?

You can learn more about how to join and complete the application here. https://www.cleanenergycu.org/open-an-account/

Are you the primary account holder?

The primary account holder’s name appears first on the account.

To open an IRA you must be the primary member on the account. To do so, please complete the application here: https://www.cleanenergycu.org/open-an-account/ If you’re unsure, reach out to our member service team.

Member Number

If you don’t have your member number on hand you can type don’t know.

INVESTMENT INFORMATION

Contribution Information:

Member Number

If you don’t know your member know you can leave this field blank

Name of Organization Sending Funds

Account Number

Account Type

What is the name of the institution where your funds are being held?

ROLLOVER OR TRANSFER OF ASSESTS REMOVED LAST YEAR.

TRANSFER FROM A DECEASED SPOUSE’S TRADITIONAL IRA.

We will follow up with a call to review your information and discus your IRA. What is a good time/day to contact you?

What is the best phone number to contact you at?

Open an Individual Retirement Account

IRA Process

IRA Form

INVESTMENT INFORMATION

Contribution Information: