As the owner of a self-directed IRA it is your responsibility to investigate each and every investment you select and/or hold within your IRA. Consult adequate legal, tax, or investment professionals for assistance and make sure you understand:
- What you are investing in
- How much risk is involved
- Who you are investing with
- Why the investment is suitable for your IRA
Account Update Forms
Account Update Form
Use for All Account changes – address, phone, third party authorization, etc.
Beneficiary Designation Form
Use to update the beneficiaries listed on your IRA. This form must be notarized.
Representative Designation Form
Use to add a representative to your IRA or change the representative currently listed on your IRA.
Affidavit for Power of Attorney
Please include a copy of your Power of Attorney document with this form.
New Account Forms
Includes the IRA Application, Custodial Agreement, Disclosure Statement, and Instructions for both a Traditional IRA and a Roth IRA
IRS Form 5305-SEP & Instructions
RMD Form for New Accounts
Please complete for account owners 70 1/2 or older. This is not applicable for ROTH IRAs.
Beneficiary Certification Form
This form is only required for Inherited IRAs that are transferring to CNB from another institution.