Fund an IRA
Complete these steps to enroll your IRA with AGFinancial.
Questions? Contact us at 866.621.1787 for help getting enrolled.
Select Your State
Requirements to fund AGFinancial investments vary by state.
Select your state to continue.
Review Terms of Offering Circular
Download and review the Offering Circular by clicking the button below, as it contains important information pertaining to the AGFinancial investments.
Offering CircularSelect Type of IRA
Download and review the Offering Circular by clicking the button below, as it contains important information pertaining to the AGFinancial investments.
Download and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the Investment Authorization form
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the IRA Transfer Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the Direct Rollover Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
*required only when establishing a new IRA
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the Investment Authorization form
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the IRA Transfer Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the Direct Rollover Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
*required only when establishing a new IRA
ContinueMail Your Completed Paperwork to AGFinancial
Mail all forms and paperwork to:
AGFinancial Investments
P.O. Box 1867
Springfield, MO 65801
- If you are establishing a new account, don’t forget to include your two forms of identification.
This offering is currently not available for Ohio residents.
Back to IRAsAGFinancial investments are not available to new investors in Washington.
Back to IRAsSelect Your State
Requirements to fund AGFinancial investments vary by state.
Select your state to continue.
This offering is currently not available for Ohio residents.
Back to IRAsAGFinancial investments are not available to new investors in Washington.
Back to IRAsReview Terms of Offering
Circular
Download and review the Offering Circular by clicking the button below, as it contains important information pertaining to the AGFinancial investments.
Offering CircularSelect Type of IRA
Download and review the Offering Circular by clicking the button below, as it contains important information pertaining to the AGFinancial investments.
Download and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the Investment Authorization form
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the IRA Transfer Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the Direct Rollover Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
*required only when establishing a new IRA
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the Investment Authorization form
- Include a check payable to "AGCU"
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the IRA Transfer Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
Complete the Direct Rollover Request form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
- Provide your most recent IRA statement
*required only when establishing a new account with AGFinancial
ContinueDownload and Complete the Paperwork
Use the list below to download and complete the required
paperwork to fund your IRA.
Complete the IRA Simplifier form*
Complete the Investment Authorization form
-
Provide two forms of identification*
- A state-issued photo ID (Drivers license or State ID Card
- AND one of the following: Social Security Card, US Passport, Foreign Passport, Voter Registration Card
*required only when establishing a new IRA
ContinueMail Your Completed Paperwork to AGFinancial
Mail all forms and paperwork to:
AGFinancial Investments
P.O. Box 1867
Springfield, MO 65801
- If you are establishing a new account, don’t forget to include your two forms of identification.
