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  2. Individual Account Holders

How do I add funds to my IRA?

You can do this in one of three ways:

Contribution - Want to start fresh by contributing cash funds to your new account?

This is a two-step process: you fill out the form, tell us how much you are going to send (and which account to put it in); then you will initiate with your bank. 

You can find the Choice Deposit form here; fill it out then direct you bank to make a deposit per your form.


Transfer -Transferring current cash or assets from an IRA at another institution? You'll fill out a quick form to start the process and then we'll reach out on your behalf.

You can find the Choice Transfer form here. 

Roll-Over - Have a previous employer-sponsored plan or an existing IRA you'd like to move into your new account?

This is a two-step process too - you fill out the form, tell us how much you are going to send (and which account to put it in); then you will initiate with your bank or existing plan sponsor. 

You can begin the Choice roll-over process here.