Self-Administered IRA Program

Our Self-Administered IRA Program offers:

• Electronic forms with IRAdirect
• Toll-free hotline to our compliance staff
• Technical, Operational and Compliance manuals 
• IRA Update Newsletter
• Access to the IRA Resource Center

Take the next step:

• Download the Self-Administered IRA Product Sheet
• View enrollment contracts, cost models and IRAdirect demonstrations
  (5-digit Credit Union Identification (CUID) number required)
• Return to IRA/HSA Products Page