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IVA Funds New IRA Account Application PLEASE PRINT ALL ITEMS CLEARLYThis form may be used to open a new Traditional IRA, Rollover IRA, Roth IRA, or SEP IRA in accordance with the Custodial Account
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This form is a tax return form.
Individuals and businesses with income that meets certain thresholds are required to file this form.
This form can be filled out either manually or electronically, following the instructions provided by the tax authority.
The purpose of this form is to report income, expenses, and calculate tax liability.
Information such as income, deductions, credits, and tax payments must be reported on this form.
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