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CLEARPRINTIRA Account Application Page 1 of 6Investment Advisor (IA) Information (This portion to be completed by IA.) LOUIS CAPITAL MANAGEMENT INC IA Firm Name (please print): 08157332 AS Core 3

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How to fill out ira account application

01

To fill out an IRA account application, follow these steps:

02

Obtain the IRA account application form from a financial institution that offers IRA accounts.

03

Provide your personal information such as name, date of birth, and Social Security number.

04

Choose the type of IRA account you want to open, such as a Traditional IRA or a Roth IRA.

05

Decide whether you want to make contributions to the account and indicate your preferred contribution amount and frequency.

06

Provide beneficiary information, including the name and contact details of the person(s) who will inherit the account in case of your death.

07

Review the terms and conditions of the IRA account and sign the application form.

08

Submit the completed application form along with any required supporting documents to the financial institution.

09

Wait for your application to be processed and for your IRA account to be opened. You will receive further instructions and account details from the financial institution.

Who needs ira account application?

01

Anyone who wants to save for retirement and take advantage of the tax benefits offered by an Individual Retirement Account (IRA) needs an IRA account application.

02

Self-employed individuals who do not have access to a company-sponsored retirement plan may find it particularly beneficial to open an IRA.

03

Even individuals who have a workplace retirement plan, such as a 401(k), may still choose to open an IRA to supplement their retirement savings.

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