Open an Individual Retirement Account

IRA Process

Thank you for your interest in opening an IRA with Clean Energy Credit Union. In order to best serve your needs, our IRA opening process is comprised of these steps. Please note that you must be the primary member of a Clean Energy Credit Union account to open an IRA.

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Complete the form below with details about the IRA you’d like to open.

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One of our team members will follow up with a phone call to review your information.

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We will send you a custodial agreement to complete.