Have questions about your IRA? Need help completing IRA forms or understanding what information you need to provide? Our team is here to help.
Complete the form below to connect with a People Driven Credit Union IRA Specialist. We can assist with questions about existing IRA accounts, IRA forms and documentation, contributions, distributions, transfers, rollovers, beneficiaries, and other IRA servicing needs.
Please do not include sensitive personal or account information in this form, including your social security number, account number, passwords, PINs, or other confidential information.
How can an IRA Specialist help with your IRA?
Tell us a little about what you need. A member of our IRA servicing team will follow up with you to discuss your request and any next steps.
Prefer to call? 248-263-4100
Frequently asked questions
No. This form connects you with our IRA servicing team. We will follow up with you to answer your questions and help you determine the appropriate next steps.
Please do not submit tax forms, account statements, social security numbers, account numbers, or other sensitive information through this form. If documents are needed, our IRA servicing team will provide instructions for securely submitting them.
Yes. Use the form to tell us that you need help with an IRA rollover or transfer, and our team can discuss the process and documentation that may be required.
Our team can explain the IRA options available at People Driven Credit Union and provide information about their features. For advice about your individual tax situation, you may want to consult a qualified tax professional.
