An IRA can be opened at a branch or online. If you plan to visit a branch, we recommend scheduling an appointment. If you want EECU to request funds from your current retirement plan holder or your current IRA custodian to fund your new EECU IRA, please bring a copy of your latest account statement from the institution to your appointment. This information is needed to facilitate the transaction.
You can also open an IRA online by completing our Personal IRA Account application. When you are prompted to choose the Account Type you are applying for, please select “Personal IRA Account.”
The application will guide you through entering your personal information, uploading a copy of your current identification, uploading an account statement from your current plan holder (for Rollovers or Transfers), choosing how to fund the new IRA, providing your IRA beneficiary information, and submitting the application. An EECU representative will review the application and contact you by phone to gather additional details to complete the opening of the IRA account.
If you have questions, please contact us at 1-800-538-3328 or email iradesk@myeecu.org.