What is an IRA

IRA Rules

Tax Advantages

Traditional/Roth

Current Rates

Transfers/Rollovers

IRA Forms

Contact Us

     
 

 

IN U.M. Loan & Savings Ministry, Inc.

Helpful IRA Forms:

 

It will take few seconds to down load the forms, please be patient.

These forms are interactive on your computer, click the "hand" tool to start filling out the form; use "tab" on your key board, or mouse to move between sections.

After filling in the form, select File, then select Print. Please sign the form before sending to IN U.M. Loan & Savings Ministry, Inc.

  • Investment Application

  • Instructions for completing IRA forms

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    Traditional IRA forms:

    Traditional IRA Simplifier (application)

    Traditional IRA Transfer Request

     

    Roth IRA forms:

    Roth IRA Simplifier (application)

    Roth IRA Transfer Request

     

    General forms:

  • Offering Circular

  • IRA Transfer Direct Rollover Request

    Check current rates

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    Click here for a map to locate us.    Follow our Blog Posts at: Loan Fund and Foundation
    Updated 07/15/2011. Questions? Comments? Contact the webmaster at: rwalker @ UMFIndiana. org (remove spaces)
    8401 Fishers Center Drive, Fishers, IN 46038-2318
    Telephone: 317.788.7879   Fax: 317.788.0089     Toll Free: 877.391.8811