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ROTH IRA TRUST APPLICATION PACKET (FORM 2400R-T) Please Print or Type IRA s Owner s Name (First, Initial, Last) QUID (Credit Union will complete) — — Street Address Apt# IRA Owner s Social Security
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This form is used for applying for a Roth IRA trust account.
Any individual or entity looking to establish a Roth IRA trust account must file this form.
The form must be completed with accurate information about the applicant and their Roth IRA trust account details.
The purpose of this form is to collect information needed to establish a Roth IRA trust account.
The form requires details about the applicant, beneficiary designation, and account type.
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