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Open an IRA


IRA Application


At any of our branch locations.
(Cannot be done at CU Service Centers)


Request Forms
303.443.4672, 1.800.429.7626

Contributions for Traditional and Roth IRAs
You can contribute to a Traditional or Roth IRA if you have earned income or if you file your taxes jointly with a spouse who has earned income. In addition, you must be younger than age 70 ½ to contribute to a Traditional IRA. Contributions have an annual limit and may not exceed your yearly earned income.

2009 Contributions
  • $5,000 individual contribution limit ($10,000 married couple)
  • Additional $1,000 catch-up contribution for those age 50 and older
  • Make contributions from Jan 1, 2009 to April 15, 2010
2010 Contributions
  • $5,000 individual contribution limit ($10,000 married couple)
  • Additional $1,000 catch-up contribution for those age 50 and older
  • Make contributions from Jan 1, 2010 to April 15, 2011
Rollover Contributions
  • No limit to dollar amount of transfers
  • No fee to accept transfers into an Elevations IRA
  • Transfer your 401(k) from a previous employer
  • Transfer your IRA from another financial institution