Saturday, December 16, 2017
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auto rollover

Automatic Rollover IRAs

Determine if you have a Traditional or Roth IRA

The correspondence letter you received from us contains a unique account number you will use to claim your account. Your account number is located at the end of the second paragraph.

The letter at the beginning of the account number will determine what type of account agreement you will need to complete (Traditional or Roth IRA).

Your retirement savings were rolled into a Traditional IRA.

Please complete the Traditional application with your updated information.

Complete Online Application

Download and Print

Your retirement savings were rolled into a Roth IRA.

Please complete the Roth application with your updated information.

Complete Online Application

Download and Print

Receive confirmation

You will receive confirmation once your IRA is officially open and in good standing. If additional information is required, you will be contacted by a GoldStar representative.

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.