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Roth IRA Application Instructions
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Roth Application Instructions

Opening an iGObanking® IRA account is Real Simple, Real Smart, simply:

  • Review and agree to the bank disclosures and agreements.
  • Complete and print the IRA application and plan requirement forms.
  • Send a check made payable to 'iGObanking.com'
  • Enclose two copies of identification*:
    • Government issued identification, such as a Drivers License or a US Passport (non resident aliens should also supply a current copy of their visa)
    • Any other unexpired, government-issued document evidencing nationality or residence and bearing a photograph or similar safeguard, such as a National or Resident's ID number
  • Enclose a copy of a utility bill or bank statement (cell phone bills are not accepted) for proof of residence
  • Mail your check and a completed and signed application form to the following address:

    P.O. Box 9000
    East Meadow, NY 11554

*If you are not currently an iGObanking® account holder, we strongly recommend you send the required identification in 2 (two) separate envelopes. We make this request as a precaution against loss and theft of your information.

Disclosures and Required IRA Documents

In order to open your account, please review and agree to the following account disclosures. Print the IRA plan requirement forms and be sure to check off the disclosure boxes on your iGO IRA application form:

Print and Mail

Keep for Your Records

If you have any questions or require assistance completing your application, use our contact form or call us during regular business hours (Monday - Sunday - 7 a.m. to 11 p.m. ET) at 888.432.5890.

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