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IRA Enhancements

Date: May 20, 2025
Category:

We know how important it is for you to receive up-to-date and compliant information about your Individual Retirement Account (IRA). That’s why Wright-Patt Credit Union® (WPCU®) partners with a third-party service to provide forms and other important documents for your IRA.

Exciting Changes Available with a New Document Provider

The document provider we’ve used in the past has been discontinued and we have switched to a new document provider. One of the benefits of this new provider is a more user-friendly, self-service option for submitting transaction requests for your IRA online. The changes will take effect on May 20, 2025.

A New Way to Manage Your IRA Online

  • We’ve added new options so you can self-serve and manage your IRA online, if you choose, and easily make requests for rollovers, co​ntributions, transfers, withdrawals and more. ​
    • ​These options are available in a new IRA Service Center accessible by visiting WPCU.coop/Forms or through Online Banking.
  • ​​The first time you log in to the new IRA Service Center, you will be asked to:
    1. Authenticate your login to our trusted third-party partner’s website by entering a verification code sent to your email address,
      • Please note: This is the email address associated with your WPCU IRA. Not sure what email address is assigned to your WPCU account? Log into Mobile or Online Banking and select "My Contact Information" to see the email address you've selected for your WPCU account.
    2. Click “Accept” to authorize the app to access your WPCU account, and then
    3. Confirm your identity and match to your WPCU IRA by providing your last name, birthdate and Social Security number.


  • However, if you prefer to request transactions on your IRA using traditional paper forms, that option is still ​available. Simply visit WPCU.coop/Forms and select the IRA form you need. Once you complete the form, please bring it to a nearby member center or mail it to: Wright-Patt Credit Union, Attn: Deposit Services/IRA, 3560 Pentagon Blvd., Beavercreek, OH 45431.

Managing Beneficiaries

  • If you need to add or modify a beneficiary on your IRA, you can do so by first visiting WPCU.coop/Forms and completing the IRA Designation of Beneficiary form. Once you complete the form, please bring it to a nearby member center or mail it to: Wright-Patt Credit Union, Attn: Deposit Services/IRA, 3560 Pentagon Blvd., Beavercreek, OH 45431.​

If you have any questions, please contact our Member Help Center at (937) 912-7000 or (800) 762-0047, Monday-Friday from 8:00 am-8:00 pm or Saturday from 9:00 am-1:00 pm or visit your nearest member center. We are here to help answer any questions you may have.

Thank you for being a member of Wright-Patt Credit Union and trusting us with your IRA.​