ABC Credit Union

#a02d2d

ABC Credit Union | Roth IRA

If you are considering opening a Roth IRA, we encourage you to contact a financial advisor to help you get started. Finding appropriate long-term investments begins with being informed and understanding your options! Roth IRA withdrawals can be taken out tax-free and penalty-free provided that you are 59½ or older and you have met the minimum account holding period (currently five years).

Qualifiers for incentives include enrollment as an ABC Credit Union Member, new money only, must have $50/month in automatic deposits for the three months leading up to the milestone incentive payout level, and one account per member and one lifetime round of incentive payouts.

Terms and Conditions

Sign up in less than 5 mins

Please enter the six-digit code that was sent to your email address.

Check Your Email for a Private Verification Code.

Tax-free income for your retirement goals.

Roth IRA

By checking this box you agree to our <a href="https://www.cotribute.com/company/terms-of-use" target="_blank">Terms of Use</a> and <a href="https://www.cotribute.com/company/privacy-policy" target="_blank">Privacy Policy</a>.

What is your legal name as it appears on your passport or other government-issued ID?

Let’s start with your name.

Phone Number

We’ll text you important information about your application. Your phone number will never be shared with anyone. Standard text messaging rates apply.

How can we get in touch with you?

We use this information to verify you are who you say you are. Your information is always kept private and will never be shared with anyone. This information is protected by 256-bit SSL Encryption.

Street Address

Apartment Number (Optional)

City

State

Zip Code

What’s your home address?

This information is protected by 256-bit SSL Encryption, and is required by the federal government to verify your identity and to provide interest income reporting. Your information is always kept private and will never be shared with anyone.

Okay, now let’s verify your identity.

Each new account requires a minimum deposit of $100 to setup your account numbers, online banking access, and more. You’ll see your opening deposit posted to the account within 2-3 business days after your application is approved.

How much would you like to deposit into your new account?

Log in to your existing bank to fund your new checking account.

Your account setup is is not complete until you make your first deposit. Link your current bank account so we can wirelessly transfer funds as soon as your new account is opened.

By clicking "Link Account", you agree to our partner Plaid’s <a href="https://plaid.com/legal/terms-of-use/" target="_blank">Terms of Use</a> and <a href="https://plaid.com/legal/#consumers" target="_blank">Privacy Policy</a>.

Let’s Link Your Account.

Please provide your bank’s account and routing number so we can initiate the ACH transfer to fund your new account with us.

Enter your account details.

Please review your submission details and send it when you are ready!<br /><br />By clicking the "SUBMIT APPLICATION" button, you promise that everything you have stated in this application is true and correct to the best of your knowledge.

We’re about done. Does everything look right?

For security measures, we need these items to verify your identity and the identity of your business. Please check your inbox for how you can easily finish these tasks in just a few minutes.<br /><br />Thank you for giving us the opportunity to partner with you in your financial goals. We look forward to serving you!