Retirement Account Forms

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To add a beneficiary to your IRA account, click here!

 

To complete a rollover into your Redwood IRA account, please complete the IRA Rollover Form, found here:

* To add more beneficiaries than the form allows, you can upload a separate sheet to us with the information for the additional beneficiaries that our form requests. Unless otherwise indicated, we assume equal distribution if more than one beneficiary is designated. 

* To remove all beneficiaries, the beneficiary section should be marked "N/A" or "None". 

* To remove certain ones if you have multiple beneficiaries, you should fill out the beneficiary section with only the ones you wish to keep.

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