Download IRA Account Forms

You can find the applicable forms below. You may complete the form online, print it and mail it to us.

IRA Accounts: includes Traditional, Roth, SEP, and IRA Transfers

Individual Retirement Accounts (IRAs) are tax-advantaged savings vehicle. For more information on which type of IRA is right for you, please view our IRA information page and/or read the Green Century Funds IRA Disclosure Statement.

For Traditional and Roth IRAs, please use the following form.

IRA Account Registration Form

To Transfer your current IRA or Rollover an existing 401(k) account into a Green Century IRA, please complete both forms below.

IRA Account Registration FormIRA Transfer Request Form

To open a Simplified Employee Pension IRA (SEP-IRA) with Green Century, please complete both forms below.

A Simplified Employee Pension (SEP) plan allows self-employed people and small business owners to establish SEP-IRAs for the business owner and eligible employees, if any.
IRA Account Registration FormIRS Form 5305-SEP