Open an IRA
Thrivent Financial Bank offers 2 easy ways to apply for an IRA Account. You choose the application process that you prefer and we look forward to working with you to meet your financial goals.
Two Ways to Apply
Printable Application Forms (complete and submit all application forms listed below)
Fax
Thrivent Financial Bank
Deposit Operations
920-628-3220
Thrivent Financial Bank
ATTN: Deposit Operations
122 E. College Avenue, Suite 1E
Appleton, WI 54911
Printable Application Forms for Traditional or Roth IRAs
| Traditional IRA | Roth IRA |
|---|---|
IRA Simplifier (Traditional) (PDF, 213K) Instructions for Completing the Simplifier (Traditional) (PDF, 16K) Supplement Form (Traditional and Roth) (PDF, 790K) Security Question Form (PDF, 37K) |
IRA Simplifier (Roth) (PDF, 205K) Instructions for Completing the Simplifier (Roth) (PDF, 16K) Supplement Form (Traditional and Roth) (PDF, 790K) Security Question Form (PDF, 37K) |
Transfer Forms for Traditional or Roth IRAs
If you are performing a transfer of IRA dollars from another institution, complete the applicable form below.
| Traditional IRA | Roth IRA |
|---|---|
IRA Transfer Form (Traditional) (PDF, 104K) Instructions for Completing the Transfer Form (Traditional) (PDF, 17K) |
IRA Transfer Form (Roth) (PDF, 86K) Instructions for Completing the Transfer Form (Roth) (PDF, 16K) |
Withdrawal Forms for Traditional or Roth IRAs
| Traditional IRA | Roth IRA |
|---|---|
| IRA Withdrawal Form (Traditional) (PDF, 254K) | IRA Withdrawal Form (Roth) (PDF, 83K) |
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Download
Adobe Acrobat Reader (needed to view .pdf files) |