Online Account Access
Automatic Rollover IRA Accountholder Information
Welcome to Colorado National Bank!
If you received IRA paperwork from us, your former employer has established a self-directed Automatic Rollover IRA on your behalf with CNB. This is allowed in situations where former employees fail to complete and return a company’s distribution election form and the company’s effort to locate the missing employee proves unsuccessful.
Your funds have now been transferred to us (as the named IRA Custodian) and deposited into an FDIC insured Cash Management Account. In order to access your self-directed IRA you will need to contact us at (888) 265-1225 so that we can provide you with the necessary information to activate your account.
IRA Account Options
Once you have activated your account you will have the following options:
Option 1 Keep your IRA at Colorado National Bank.
Option 2 Request your account to be closed. This requires you to complete and return our IRA Distribution Request Form. Once we receive the form we will close your account and send you the proceeds. Note: Upon receipt you can either keep the funds or roll them into another IRA within 60 days.
Option 3 Request a transfer of your IRA to another IRA Custodian. In such case you will need to select a new IRA Custodian, open an IRA account with them, and complete the new Custodian’s IRA Transfer Form. The new Custodian will send us the completed IRA Transfer Request at which time we will forward your funds to them and close your account.
If you need to access any of our documents and forms, simply click on the item below:
- IRA Adoption Agreement
- Traditional IRA Custodial Agreement
- Roth IRA Custodial Agreement
- IRA Fee Schedule
- Change of Address
- Beneficiary Designation
- IRA Distribution Request Form
If you have any questions, please feel free to contact us. We would be happy to assist you and answer any questions you may have about your account.
Colorado National Bank
C/O Trust Division
700 17th Street, Suite 100
Denver, CO 80202
Phone: (888) 265-1225