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IRA FAQ: Eligibility

Who may open an IRA with WEA Trust Member Benefits?


Who may open an IRA with WEA Trust Member Benefits?

  • An active/retired/separated from service WEAC member, WEAC affiliate employee, Member Benefits employee, or WEA Trust employee.
  • Spouse/domestic partner, children, grandchildren, parents, parents-in-law of an active/retired/separated from service WEAC member, WEAC affiliated employee, Member Benefits employee, or WEA Trust employee.
  • Participant or eligible family member with a current balance.
  • Must be a Wisconsin resident.

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