IRA Forms
Simply choose the form(s) you are interested in, print it out, and mail the completed form or application back to NWFCU, Attn: IRA Specialist at P.O. Box 1229, Herndon, VA 20172.
Forms can be faxed to: 703-234-8604
Coverdell ESA
- Coverdell ESA Trust Application Packet – Form 2500E-T
- Coverdell ESA Withdrawal Instruction – Form 2506E
- Coverdell ESA Direct Transfer Instruction – Form 2525E
- Coverdell ESA Trust Agreement
Roth IRA
- Roth IRA Application Packet – Form 2400R-T
- Roth IRA Beneficiary Designation Change – Form 2403R
- Roth IRA Withdrawal Instruction – Form 2406R
- IRA Contribution Recharacterization – Form 2319
- Roth IRA Selection of Survivor Benefits – Form 2421R
- Roth IRA Trust Agreement
- IRA Direct Transfer Instructions – Form 2325
Traditional IRA
- Traditional IRA Trust Application Packet – Form 2300-T
- Traditional IRA Beneficiary Designation Change – Form 2303
- Traditional IRA Withdrawal Instruction – Form 2306T
- Traditional IRA Post-70.5 Payment Election – Form 2318
- IRA Contribution Recharacterization – Form 2319
- Traditional IRA Selection of Survivor Benefits – Form 2321
- Traditional IRA Periodic Payment Change – Form 2345
- Traditional IRA Trust Agreement
- IRA Direct Transfer Instructions – Form 2325
- Credit Union Individual Retirement Account Periodic Payments Before age 70.5 – Form 2316
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