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Traditional or Roth IRA

Eligibility
Account Details
Beneficiaries
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Account type

Start-up Traditional IRA or Roth IRA
IRA Rollover or Direct Transfer to a Traditional IRA or Roth IRA This is an inherited IRA
401k or other qualified employer sponsored plan rollover or direct transfer to a Traditional IRA or Roth IRA

Eligibility questions

1. Does your compensation this tax year equal or exceed the amount you are contributing to this account? Married taxpayers who file jointly use their combined income to determine each spouse's IRA contribution limits. If you file a joint return and have less taxable compensation than your spouse, your IRA contribution for the year cannot exceed the lesser of (i) the maximum contribution limit established by the IRS for the tax year based on your age, or (i) the combined compensation of you and your spouse reduced by your spouse's IRA contribution for the year. Compensation is defined as either earned income for an employee or self-employed person, or alimony. See IRS Publication 590 for more information.

Yes No

This is an application for opening a self directed individual retirement account with the custodian Oxford Life Insurance Company for IRA investors of U-Haul Investors Club. I authorize and direct Oxford Life Insurance Company to deposit all funds into the U-Haul Investors Club® account established for my IRA. Upon acceptance, Your IRA custodian will be:

Oxford Life Insurance Company
2721 North Central Avenue
Phoenix, AZ 85004
investorsclub@oxfordlife.com

Please consult your tax advisor if you are an active participant in a qualified corporate or Keogh pension, profit sharing, stock bonus or annuity plan; in a simplified employee pension or SIMPLE IRA; in a Section 403b tax sheltered annuity; or in a government plan as your deduction limit for contributions to a traditional IRA may be reduced or eliminated.

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.88%

CapitalOne 360 Savings: 4.25%

5-year CD yield (Marcus): 4.00%

10-year treasury yield: 4.63%

Do your homework!

Diversify

Varying maturities

Individual accounts

Real estate

Equipment

Hard assets

Fixed interest rate

Easy to understand

Payments you can count on

No hidden costs

No hidden fees

Asset-secured

See the asset yourself

Extra protection on your investment

Invest like the Smart Money®

U-Haul Holding Company has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about U-Haul Holding Company and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov or under the Investment Opportunities/View Full Details pages of this website.

* Effective April 15, 2024. Per bankofamerica.com, depositaccounts.com, capitalone.com, Marcus.com, and treasury.gov. Provided for comparison purposes only. Actual rates may vary. U-Haul Investors Club® is not responsible for nor does it guarantee accuracy of rates posted. U-Notes are not FDIC insured.