Important documents and information
National IRA Enrollment Guide
This guide provides step-by-step guidance to enroll in a Member Benefits IRA and information to help you make your own investment decisions.
IRA Investment Spectrum
Review investments, risk tolerance spectrum, and Morningstar Style Box™ for the WEA Member Benefits IRA program.
IRA Investment Worksheet
Use the results of your Investor Suitability Profile Questionnaire or create your own portfolio with this worksheet.
Important IRA Account Information
Information on fees, eligibility, and mutual fund redemption fees.
Personal Insurance Information Sheet
Details on our life, long-term care, and Medicare Supplement insurance for public educators in all 50 states.