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Individual Retirement

Individual Retirement Accounts, or IRAs, provide a great resource to save for your retirement. RBFCU offers IRAs as a safe and secure way to ensure your future years are as comfortable as possible. The only thing you have to do is start saving!

With no minimum balance requirement, you can open an Individual Retirement Account that can set you on your way to a financially secure future. If you already have an IRA with another financial institution, it's easy to rollover or transfer your IRA investment from another provider to RBFCU. IRAs are insured separately from other deposit accounts (up to $250,000) by the National Credit Union Administration. And, whether you've been saving in an IRA account for years, or you're new to the game, RBFCU is here to help.

Once you decide to start a new Traditional Individual Retirement Account or Roth IRA with us, begin by reading the instructions below, then visiting the Quick Links tab to find both the Traditional and Roth IRA forms.

Instructions for completing IRA Documents online

  1. Select the appropriate form from within the above right Quick Links box. Complete the highlighted areas on the IRA document by including your name, address, phone number, social security number, and account number.

  2. Print the page on your own printer.

  3. Sign the document as IRA owner, using black or blue ink only (not pencil or gel pens).

  4. Mail the document to:
    Randolph-Brooks Federal Credit Union
    IRA Department
    PO Box 2097
    Universal City, Tx 78148-2097

  5. If you have any questions, please call the IRA department at 210-654-2244 or 800-580-3300, press 2 and enter extension 2244.