Open an Inherited Roth IRA
Opening a new account takes just a few minutes. Before you begin, find out what information you'll need to provide.
All fields required unless otherwise noted.
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What You'll Need to Provide
To open an account:
- Identifying information (Social Security number, date of birth, etc.)
- Contact information (legal/mailing address, email address, phone number)
- Employment information, if applicable (occupation, employer's name and address)
- Identifying information for the original account owner (Social Security number, date of birth, and date of death)
To transfer assets:
- A copy of the original account owner's death certificate
- A statement from the account you've inherited