Individual Retirement Accounts (IRA)

North Carolina Baptist Financial Services offers Traditional and Roth Individual Retirement Accounts (IRA) through our custodian, Goldstar Trust Company of Canyon, Texas. Individuals may invest their IRA dollars in IRA Demand Certificates as well as in IRA Timed Certificates. Rates on Demand Certificates are variable while rates on IRA Timed Certificates are fixed for the term of the certificate. Terms on the IRA Timed Certificate range from 6 months to 60 months. Currently, North Carolina Baptist Financial Services covers the annual custodial fee for our IRA partners. View current rates.

For additional information on our IRA offerings, please contact us at 800.521.7334 or you may download our FAQ. IRA offerings are sold by the Offering Circular and are only available to individuals who are residents of North Carolina and who are members of a North Carolina Baptist Church. To access an application or rollover form for a Traditional IRA, find it below. For a Roth IRA application or rollover form, please find that below as well.

Traditional IRA
________________________________________

If you wish to open a new IRA with NCBFS, please complete #1, #2 and #3 (If you are funding the IRA with funds from an existing IRA custodian) or #4 (if applicable, see form for details). If you are funding the new IRA with a contribution, please complete #1 and #2 only and include your personal check made payable to Goldstar Trust Company FBO (your name).

If you have an existing IRA with NCBFS and wish to transfer/rollover additional funds, please complete #1 and #3 (or #4 if applicable, see form for details).

1. Individual Retirement Account Investment Application (See Offering Circular Exhibit C)

2. Traditional IRA Simplifier Application (Traditional/SEP Simplifier)

3. IRA Transfer/Direct Rollover Request (Trad/Sep/Simple Transfer Request)

4. IRA Rollover Certification (Rollover IRA’s Only- See form for details)  Rollover Certification

Roth IRA
______________________________________________________________________

If you wish to open a new Roth IRA with NCBFS, please complete #1, #2 and #3 (If you are funding the Roth IRA with funds from an existing IRA custodian) or #4 (if applicable, see form for details). If you are funding the new Roth IRA with a contribution, please complete #1 and #2 only and include your personal check made payable to Goldstar Trust Company FBO (your name).

If you have an existing Roth IRA with NCBFS and wish to transfer/rollover additional funds, please complete #1 and #3 (or #4 if applicable, see form for details).

1. Individual Retirement Account Investment Application (See Offering Circular Exhibit C)

2. Roth IRA Simplifier Application (Roth Simplifier)

3. Roth IRA Transfer Request (Roth Transfer Request)

4. IRA Rollover Certification (Rollover IRA’s Only- See form for details) Rollover Certification

Translate »