IRA Express, Inc.

OPEN AN ACCOUNT

IRA Express serves as Administrator for the following types of retirement accounts:
(Please print, and fill out the required forms for the type of account you would like to open.)

Account TypeRequired Forms
Traditional IRAGeneral IRA Account Application
General Fee Schedule
IRA Transfer/Rollover Request Form
5305-A Traditional IRA Disclosure
 
Roth IRAGeneral IRA Application
General Fee Schedule
IRA Transfer/Rollover Request Form
5305-RA Roth IRA Disclosure(
 
SEP IRAGeneral Application
General Fee Schedule
IRA Transfer/Rollover Request Form
5305-SEP (SEP IRA Disclosure)
 
SIMPLE IRAGeneral Application
General Fee Schedule
IRA Transfer/Rollover Request Form
5305-Simple (Simple IRA Disclosure)
 
Health Savings AccountGeneral Application
HSA Fee Schedule
IRA Transfer/Rollover Request Form
5305-C HSA Disclosure
 
Coverdell Education Savings AccountGeneral Application
5305 EA ESA Disclosure
General Fee Schedule
IRA Transfer/Rollover Request Form

In addition to the required account forms two items will be needed to open your account with IRA Express:

  1. A valid copy of your government issued photo identification.
  2. A check made payable to IRA Express to cover the set-up fee for the account (see General and HSA fee schedules).

Please mail all of the original forms along with any other required documentation to:

Regular MailOvernight Mail
IRA Express, Inc.
PO Box 9
Cedar City, Utah 84721-0009
IRA Express, Inc.
74 North Main Street
Cedar City, Utah 84720

Please contact a representative from IRA Express at 888-328-8008 or email info@iraxp.com if you have any questions or if you would like to receive a "New Account Application Packet" in the mail.

Note: Global Retirement Strategies, Inc. or any of its subsidiary companies do not offer investment products or provide accounting, tax, legal, or investment advice. Interested parties seeking investment products or advice should seek and consult with persons or entities licensed and qualified in those areas relating to those matters