Resources Forms & Applications

Account Applications

Document Form
Account Applications
IRA, Traditional IRA, SEP IRA, Roth IRA Application
Inherited IRA, Traditional IRA, SEP IRA, Roth IRA Application
Trust and Business Account Application
Coverdell Education Savings Account Application
Simple Individual Retirement Account Application
Individual and Joint Account Application

Account Forms

Document Form
Account Forms
Affidavit of Domicile Form
Trust Disclaimer and Affidavit for Designated Beneficiary Form
Account Options Form
Account Withdrawal Form
Incoming Transfer Form
Disclaimer and Affidavit for Designated Beneficiary Form
Recharacterization Request Form
Cost Basis Election Form
Transfer on Death Supplemental Registration Form

IRA Forms

Document Form
IRA Forms
IRA Beneficiary Designation Change Form
Roth IRA Certification of Direct Rollover of Assets from a 529 Plan Form
IRA Distribution Request Form
Inherited IRA Distribution Request Form
Recharacterization Request Form - Between MoA Funds Individual Retirement Accounts
Simple IRA Distribution Request Form
IRA Inherited Non-Spouse, Trust, Estate or Entity Beneficiary Request Form
IRA Required Minimum Distribution Election Form
Roth IRA Conversion Request Form – Convert Traditional IRA From Another Institution
Roth IRA Conversion Request Form - Between MoA Funds Individual Retirement Accounts
IRA Self-Certification for Acceptance of a Late Rollover Contribution Form
Spouse Beneficiary IRA Inheritance Request Form

Coverdell Forms

Document Form
Coverdell Forms
Coverdell Education Savings Account (CESA) Designated Death Beneficiary Add/Change Form

Tax Forms

Document Form
Tax Forms
Income Tax Withholding Election Certificate for Retirement Account Distributions Form