Home > OUCU > Resources > Forms > IRA Certificate Application IRA Certificate Application * Required Fields This form is for OUCU members who would like to open an Individual Retirement Account (IRA) certificate under their existing credit union account number. This is a secure site and your transmission will be encrypted. When you have completed the form, press the SUBMIT button to send your certificate request for processing. If you have any questions, please call us at (740) 597-2800 or (800) 562-8420 during regular business hours. IRA Certificate Rates About IRAs IRA Certificates have individual ownership. The beneficiary on the certificate will be the same as indicated on your IRA Passbook. Please Select one of the following: I currently have an IRA with the credit union I do not have an IRA with OUCU. Send me a new IRA plan packet. This Certificate will be: Select... Coverdell Education Savings Traditional IRA Roth IRA Roth Conversion Please select the term in months: Select... 6 12 18 24 30 36 48 60 Special Select one of the following: Full balance transfer from another account OR another amount Full Balance Transfer from: Select... S10 Traditional IRA Savings S16 Roth IRA Savings S17 Conversion Roth Amount: Please credit contribution toward: Select... Current tax year Previous tax year (Contributions made from January 1 to April 15 of the current may be credited to the previous year.) First Name: Last Name: Address: Address 2: City: State: Select... AL AK AZ AR CA CO CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ZIP: Home Phone Number: Work Phone Number: Social Security Number: Social Security Number: Social Security Numer Field 1 - Social Security Number: Social Security Numer Field 2 - Social Security Number: Social Security Numer Field 3 Date of Birth: Date of Birth: Month Month... January February March April May June July August September October November December / Date of Birth: Day Day... 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 / Date of Birth: Year Year... 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 Credit Union Account Number: Email Address: We will begin processing this request upon receiving it during regular business hours and will mail you a certificate shortly thereafter. If you are mailing us a check, we will open the certificate when we receive the funds. If the credit union does not receive your funds within five (5) business days, the interest rate in effect on the date the credit union receives your deposit will apply. Thank you. Checks can be mailed to: OUCU Financial ATTN: Membership Services 944 E State St. Athens, OH 45701 Security Code: Security Code Go to main navigation
