Customer Care
IRA Forms
Designation of Beneficiary
Use this form to request a change to the beneficiary(ies) of your IRA.
Direct Deposit From AGCU to Checking
Use this form to have distributions from an IRA direct deposited to your checking account for periodic or one-time distributions.
Incoming ACH Form
Use this form to establish an incoming, regular contribution to your IRA investment in the AG Loan Fund from your checking account.
Publication 590
This document gives the IRS regulations regarding Individual Retirement Arrangements (IRAs).
RMD Waiver
Use this form to request that the Required Minimum Distribution (RMD) is NOT distributed 2009 ONLY.
Roth IRA Distribution
Use this form to request a distribution from your ROTH IRA.
Roth IRA Transfer Transfer/Rollover Request
Use this form to initiate a Direct Rollover or Transfer from your existing qualified retirement account to a ROTH IRA investment in the AG Loan Fund.
Traditional IRA Direct Rollover/Transfer Request
Use this form to initiate a Direct Rollover or Transfer from your existing retirement account to a Traditional IRA investment in the AG Loan Fund.
Traditional IRA Distribution
Use this form to request a distribution from your Traditional IRA.
Traditional IRA Rollover Certification
Use this form if you have a check from a qualified retirement account that you would like to invest in a Traditional IRA with the AG Loan Fund.