Union Bank & Trust Individual Retirement Account (IRA)

Apply In Person or By Mail
Simply print and fill out the application forms, sign and return.

Traditional IRA Enrollment & Change Form

Form W-9: Taxpayer ID # and Certification

Traditional IRA Application

General Disclosure & Consent Statements

Union Bank & Trust
Attn: RPS - IRAs
PO Box 82535
Lincoln, NE 68501-2535

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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

Insurance policies are obligations of the issuing insurance company, and are not obligations or deposits of, or guaranteed by any bank and are not FDIC insured. Annuities subject to investment risks, including possible loss of the principal amount invested. Union Bank makes insurance available through its affiliated company Union Agency Inc.