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Account Access
Initiate the IRA Rollover/Transfer
You must first print for completion the IRA Rollover/Transfer Request Form
before continuing. This Form must be mailed to the address indicated regardless of the account
opening method you choose.
Account Registration Checklist for IRA and IRA Rollover/Transfer
In order to complete the IRA account registration process, you will
need to have certain personal financial information available to you. Please review
and print the IRA Rollover/Transfer Request Form, read the check list below then click Proceed to Online Setup.
- Your Social Security Number
- The names of the Armada funds you want to hold in your IRA.
(Click here for the Fund Family Overview.)
- The names, birth dates, and Social Security numbers of your
beneficiaries (optional).
- Your Bank Account Number (either checking or savings,
whichever you prefer).
- Your Bank's Routing Number (for wire or ACH transfers and/or
systematic agreements)
- See below for an example of where to find the routing number.
Since this is a Rollover from a company plan or a transfer from another Custodian,
you may also need the following to complete the IRA Rollover/Transfer Request Form that you printed.
- A Copy of your most recent Plan or IRA statement.
- The name, address, and telephone number of your
former employer's plan administrator or trustee
OR
the current Custodian for your IRA.
You should also read the Disclosure Statement for an explanation
of Armada's IRA policies and IRS regulations governing IRAs.
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