What do I need to do to establish an IRA here?

To establish an IRA, you need to be a member of Oregonians Credit Union.

We will need a completed application (IRA Simplifier) as well as your initial contribution, transfer, or rollover instructions (whichever applies).

You may come into any of our branches or contact a Member Service Representative at 503.239.5336 or 800.982.2974 or memberservices@ofcu.com to obtain the needed forms.

Unless you are transferring or rolling funds in from another institution the minimum opening deposit for and IRA is $500.