IRAs

Are EECU IRA statements available quarterly?
Yes. If you would like to have your EECU IRA statements occur monthly, please call us at 800-538-3328, email us at IRAdesk@myeecu.org, or visit your nearest...
Fri, 8 May, 2026 at 4:39 PM
What if I didn’t receive a copy of my signed EECU IRA Form or a receipt for my recent EECU IRA transaction?
Please call us at 800-538-3328, email us at IRAdesk@myeecu.org, or visit your nearest EECU branch for assistance with this. We will provide you with a c...
Fri, 8 May, 2026 at 4:42 PM
What if I lost my Tax Form 1099-R or did not receive one in the mail?
Please call us at 800-538-3328, email us at iradesk@myeecu.org, or visit your nearest EECU branch for assistance with this. We will provide you with a c...
Fri, 8 May, 2026 at 4:46 PM
What if I lost my Tax Form 5498 or did not receive one in the mail?
Please call us at 800-538-3328, email us at iradesk@myeecu.org, or visit your nearest EECU branch for assistance with this.   We will provide you with a c...
Fri, 8 May, 2026 at 4:46 PM
Why did I receive a Tax Form 5498?
The 5498 Tax form is sent in late May of the current year to any EECU Traditional IRA or Roth IRA, or Coverdell ESA (5498-ESA) owner that completed a Contri...
Fri, 8 May, 2026 at 4:53 PM
Why did I receive a Tax Form 1099-R?
The 1099-R Tax form is sent in late January of the current year to any EECU Traditional IRA, Roth IRA, Coverdell ESA (1099-Q) or Inherited IRA owners that c...
Fri, 8 May, 2026 at 4:51 PM
What is a Required Minimum Distribution (RMD)?
Required Minimum Distributions (RMDs) are minimum amounts that an EECU Traditional IRA account owner must withdraw annually from their EECU IRA once they re...
Fri, 8 May, 2026 at 5:21 PM
Where do I locate the rates for an EECU IRA Savings Account or an EECU IRA Certificate?
All EECU IRAs and or the Coverdell ESA allow for you to have both an EECU IRA Savings and an EECU IRA Certificate (optional at your choosing).  For the ...
Fri, 8 May, 2026 at 5:00 PM
How and when can I complete a withdrawal or a Distribution from my EECU IRA?
To initiate an EECU IRA withdrawal, please call us at 800-538-3328, email us at IRAdesk@myeecu.org, or visit your nearest EECU branch for assistance.  Y...
Fri, 8 May, 2026 at 5:05 PM