The North Carolina Baptist Foundation, Inc.
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Roth IRA


If you wish to open a new Roth IRA with NCBFS, please complete #1, #2 and #3 (If you are funding the Roth IRA with funds from an existing IRA custodian) or #4 (if applicable, see form for details).  If you are funding the new Roth IRA with a contribution, please complete #1 and #2 only and include your personal check made payable to Goldstar Trust Company FBO (your name). 

 

If you have an existing Roth IRA with NCBFS and wish to transfer/rollover additional funds, please complete #1 and #3 (or #4 if applicable, see form for details). 

 

 

1. Individual Retirement Account Investment Application  (See Offering Circular Exhibit C-1)

 

2. Roth IRA Simplifier Application (Roth Simplifier)

 

3. Roth IRA Transfer Request (Roth Transfer Request)

 

4. IRA Rollover Certification (Rollover IRA's Only- See form for details) Rollover Certification

 

 

 

<<Click here to return to the IRA homepage>>

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