Union Bank & Trust — IRAs and Annuities

Steer your old retirement investments in the right direction.
Roll over your account with Union Bank.

If you’re not at your old job, why is your retirement account? Move it to Union Bank, where our experts will help you manage your assets – with more choices and more control. We’ll make it easy to open a Rollover account – from paperwork to asset allocation – so you can take command
of what’s rightfully yours: the retirement you’ve earned.

We’re putting you back in the driver’s seat.

Rollover Questions?
Contact one of our Retirement & IRA professionals at (402) 323-1337.

Forms & Applications
Getting started is easy with these helpful tools.

Affiliates | Trust Operations & Compliance | Resource Library | Privacy Notice

Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.