Complete these steps to enroll.
Select Your State
Requirements to fund an AGLF Investment Certificate vary by state.
Select your state to continue.
Select Your State
Step Three: Choose Type of Investment
You must read and agree with the terms of the Offering Circular in Step 1 to proceed.
Step Four: Complete Paperwork
You must choose an investment type in Step 2 to proceed.
Select your desired option below and complete the paperwork that corresponds with your option.
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- - Provide two forms of identification*
- - Include a check payable to "AGCU"
- Complete the Investment Authorization form
- - Include a check payable to "AGCU"
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- Complete IRA Transfer Request form
- - Provide two forms of identification*
- - Provide your most recent IRA statement
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- Direct Rollover Request Form
- - Provide two forms of identification*
- - Provide your most recent IRA statement
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- - Provide two forms of identification*
*Required only when establishing a new investment.
Next
Step Four: Complete Paperwork
You must choose an investment type in Step 2 to proceed.
Select your desired option below and complete the paperwork that corresponds with your option.
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- - Provide two forms of identification*
- - Include a check payable to "AGCU"
- Complete the Investment Authorization form
- - Include a check payable to "AGCU"
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- Complete IRA Transfer Request form
- - Provide two forms of identification*
- - Provide your most recent IRA statement
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- Direct Rollover Request Form
- - Provide two forms of identification*
- - Provide your most recent IRA statement
- Complete the IRA Simplifier form*
- Complete the Investment Authorization form
- - Provide two forms of identification*
*Required only when establishing a new investment.
Next
Step Four: Contact Consultant
Step Five: Return your completed paperwork
Mail forms and paperwork to:
AGFinancial Investments
PO Box 1867
Springfield, MO 65801
If you are establishing a new investment, don't forget
to include your two forms of identification
to include your two forms of identification