Open an IRA

Please complete the three sections below to obtain all the forms and disclosures necessary to open an IRA or Coverdell ESA. You will be instructed as to which forms should be completed and returned to Alliant and which should be retained for your personal records. Upon receiving your completed forms, we will open your account.

You must be a member of Alliant to open an IRA or Coverdell ESA account. Membership application.

1 Type of Account
Traditional IRA
ROTH IRA
SEP IRA
Coverdell ESA

2 Type of Contribution

Rollover from Another IRA
(Funds originally came from an IRA and are being deposited within 60 days.)

Direct Rollover from Qualified Retirement Plan
(Funds coming directly from a qualified plan and movement of funds will be initiated through the qualified plan.)

Annual Contribution
(Prior year contribution or current year contribution.)

IRA/ESA Direct Transfer from Another Financial Institution
(Request to Transfer IRA or Coverdell ESA to an Alliant Credit Union IRA or Coverdell ESA form should be completed and sent to current financial Institution.)


3 Investment Type
IRA / ESA Share
IRA / ESA Certificate



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