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IRA's - Individual Retirement
Accounts |
Click
here to
bring up a list of descriptions for each individual type
of account. >>Go
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**Specialized Forms
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| Additional
forms such as Trading Authorizations, Wire Transfers,
W8's etc... are only required depending on specific circumstances.
Those forms can be downloaded
here.
Remember:
To
print the forms click the " print icon"
on the Adobe toolbar, and
not on the Internet browser toolbar.
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| Traditional
(Individual Contributory) IRA |
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Roth
IRA |
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Rollover
(Non-Contributory)
IRA |
Required forms:
Traditional IRA Form Download |
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Required Forms:
Roth IRA Simplifier Download
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Required Forms:
Traditional IRA Form Download
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| Sending
the Forms |
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Sending
the Forms |
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Sending
the Forms |
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Simplified Employee Pension (SEP)
IRA |
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Savings
Incentive Match Plan for Employees (SIMPLE) IRA
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Education
IRA |
Required Forms:
SEP IRA Form Download
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Required Forms:
Simple IRA Download
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Required Forms:
Education IRA Form Download |
| Sending
the Forms |
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Sending
the Forms |
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Sending
the Forms |
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| Sending
the forms |
For
funding of your new IRA account attach check or money
order payable to Ridge Clearing. You can
also attach an IRA
Transfer Form in case you are transfering securities
from another IRA account.
If you are wiring funds please obtain a
new IRA account number from our new accounts deparment
and then submit the following wire
instructions to your bank.
For
immediate processing please fax completed
and signed forms to 305-442-2616. Original copies should
be mailed or Fed-Ex to:
Contacting BWS:
E-Mail: newaccounts@wallstreete.com
Telephone: (888)-925-5783 or (305)-266-9133 ext
421
Fax: 305-442-2616
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