You can submit this form electronically in Online Banking. Log in and click on the "Online Forms" tab and then click on the name of the desired application or form. Some "Online Forms" are partially auto-populated for your convenience.
Star One IRA Deposit/Contribution Election Form
Use this form to make your annual contribution to your existing Star One Credit Union Traditional or Roth Contributory IRA.
Complete, print, sign, and mail this form to Star One Credit Union, P.O. Box 3643, Sunnyvale, CA, 94088-3643. You may also fax it to (408) 543-5203 Attn: IRA Services. Please complete a separate form for each IRA contribution.
- Learn more about Federal requirements, limitations, or policies in making annual contributions to your Traditional or Roth IRA.
| TRADITIONAL |
ROTH |
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| IRA Acct. Holder Name Receiving IRA Member Number Today's Date |
Cash/Check Deposit $ Transfer from Star One Acct. # IRA Investment Acct. # |
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| I wish to make a deposit to my IRA for the tax year in the amount of $ . | |||
| I certify the information contained in this form to be correct and I have not exceeded the combined total contribution limit allowable by the Federal Tax Regulations for my Traditional and/or Roth IRAs for the tax year stated above. ________________________________ Signature of depositor or account holder |
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