IRA/ESA Automatic Contribution

Your Information

Note: If you are not the IRA Owner or the Responsible Individual of the ESA authorizing this funds transfer contribution to this IRA/ESA, you will not have access to the funds deposited into the account.

This authorization cancels or supersedes any prior Credit Union deduction IRA/ESA authorization, and is to remain in effect until canceled or superseded by me in writing.

Star One Credit Union may suspend any portion of the automatic contributions that are deemed to violate IRS contribution limits. Automatic contributions will be set to resume in January of the following year.

Automatic ESA contributions will be cancelled by Star One Credit Union once the ESA designated beneficiary reaches the age of 18, unless a special needs designated beneficiary.

I understand all investments are deposited and accepted subject to all applicable federal and state laws and regulations of this organization presently existing or at any time hereafter issued. I am also aware that the Credit Union is not responsible for ensuring that contribution levels for the specified IRA/ESA does not exceed the limits set forth by the tax laws. I authorize the contributions of the IRA/ESA assets in the manner described above and certify that all of the information provided by me is accurate and may be relied upon by the Custodian.

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Member Signature

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Date

Star One Credit Union use only