Retirement Accounts

If you have any questions about establishing your retirement account or which type best meets your needs call CCII Customer Service at 305-576-2200.

• IRA Adoption Agreement

  This form, in addition to the standard application, is used when establishing a Participant, Rollover, Spousal, Guardian, Beneficiary, or SEP individual Retirement Account.

• Roth IRA Adoption Agreement

  This form is required, in addition to the standard application, when establishing a Roth IRA account.

• IRA Contribution Form

  This form is used when contributing assets to your CCII retirement account.

• Designation of Beneficiary

  This form can be used to add or change the beneficiary listed on your retirement account.

• Direct Rollover Form

  This form should be used to transfer assets from an IRA or Qualified Retirement plan into your CCII retirement account.

• Distribution Request

  This form is used to authorize a distribution of assets from a retirement account.

Securities (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the potential loss of principal. Welcome to Capital & Credit International.