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800-423-6369 IRA APPLICATION For Traditional, Roth, SEP, and SIMPLE IRAs INSTRUCTIONS For additional information, please call toll-free 800-423-6369 or visit us on the web at www.aquinasfunds.com.
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Please consider the following before filing any federal or state tax return. I am an individual. I have a social security number. Furthermore, I am a U.S. citizen or resident. Furthermore, I am not liable for federal or state income tax. Furthermore, I have no other income. Furthermore, I am not an estate, trust, corporate or unincorporated organization, or partnership. Furthermore, I am not a tax shelter. Furthermore, I am at least 18 years of age. Furthermore, I am not disqualified to file a federal return as provided by the Code of Federal Regulations, Sections 6501–6005. There are no refunds due. 2. BANK ACCOUNT INFORMATION Investor Profile Please complete the following information online, using the links above or by logging into your existing account. Name: Street Address: City: State: Zip Code: AFFILIATE INFORMATION Investor Profile We are pleased to announce that our LLC has been approved by the State of Wisconsin. The Wisconsin Secretary of State is responsible for the following: Assisting with the registration of LLCs. Issuing business entity certificates of authority Assisting consumers with their application for consumer assistance Issuing certificates of authority to foreign limited liability companies Issuing other business authorization documents, such as a certificate of authority to solicit donations, to nonprofit charities, and to certain limited liability companies. More Information Please complete the following information online, using the links above or by logging into your existing account. Name: Street Address: City: State: Zip Code: AFFILIATE INFORMATION Investor Profile We are pleased to announce that our LLC has been approved by the State of Wisconsin. The Wisconsin Secretary of State is responsible for the following: Assisting with the registration of LLCs. Issuing business entity certificates of authority Issuing certificates of authority to foreign limited liability companies Licensing limited liability companies Licensing to individuals Issuing professional licensing documents, such as tax licenses. More Information Please complete the following online, using the links above or by logging into your existing account. Name: Street Address: City: State: Zip Code: AFFILIATE INFORMATION Investor Profile We are pleased to announce that our LLC has been approved by the State of Wisconsin.

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The IRA application - Aquinas is a document used to apply for an Individual Retirement Account account with Aquinas Financial Services.
Any individual who wishes to open an Individual Retirement Account with Aquinas Financial Services is required to file the IRA application - Aquinas.
To fill out the IRA application - Aquinas, you need to provide personal information such as your name, address, social security number, employment details, and financial information. The application can be filled out online or submitted in person at an Aquinas Financial Services branch.
The purpose of the IRA application - Aquinas is to gather the necessary information from individuals who want to open an Individual Retirement Account with Aquinas Financial Services.
The IRA application - Aquinas requires individuals to report their personal information such as name, address, social security number, employment details, and financial information.
The deadline to file the IRA application - Aquinas in 2023 is not specified. Please contact Aquinas Financial Services for specific information.
There is no specific penalty mentioned for the late filing of the IRA application - Aquinas. It is advisable to contact Aquinas Financial Services for information regarding any penalties or consequences.
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