Thrivent Financial Bank

Bank > Individual Retirement Accounts > How to Open an IRA
How to Open an IRA

For your convenience, here are the forms associated with opening an IRA. Complete the applicable Simplifier Form, as well as the Supplement Form and Security Questions Form. Contact a Bank IRA Specialist for help with opening your new IRA account by email at bank@thrivent.com or by calling toll-free 866-226-5225.

IRA Simplifier (Traditional) (PDF, 213K)
IRA Simplifier (Roth) (PDF, 205K)
Supplement Form (Traditional and Roth) (Word, 94K)
Security Questions Form (Traditional and Roth) (PDF, 63K)
IRA Disclosure Statement Amendment (Traditional and Roth) (PDF, 23K)
Instructions for Completing the Simplifier (Traditional) (PDF, 16K)
Instructions for Completing the Simplifier (Roth) (PDF, 16K)

In addition, if you are performing a transfer of dollars from another institution, complete the applicable form below:

IRA Transfer Form (Traditional) (PDF, 104K)
IRA Transfer Form (Roth) (PDF, 86K)
Instructions for Completing the Transfer Form (Traditional) (PDF, 17K)
Instructions for Completing the Transfer Form (Roth) (PDF, 16K)
IRA Withdrawal Form (Traditional) (PDF, 254K)
IRA Withdrawal Form (Roth) (PDF, 249K)

Forms can be faxed to: Thrivent Financial Bank, Deposit Operations at (920) 628-3220.

Or mail to: Thrivent Financial Bank
ATTN: Deposit Operations
2000 E. Milestone Drive
Appleton, WI 54919

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