Forms
IRA FORMS
Below are the forms to open a self-directed IRA along with other necessary forms for certain transactions. Please complete the forms and mail the documents with original signatures.
Account Opening Forms
All new applications must include a current photocopy of a US issued photo identification for processing.
- Traditional IRA Application (84.6 KB .pdf)
- Roth IRA Application (84.6 KB .pdf)
- SEP IRA (84.6 KB .pdf)
- SIMPLE IRA Application (84.6 KB .pdf)
- Transfer Form (68.6 KB .pdf)
Fee Disclosure
- Fee Disclosure (140.7 KB .pdf)
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Transaction Forms
Below are the forms needed when directing your IRA to make a payment, transfer funds, buy or sell. Click the appropriate link, complete the form and send to our office for excution of the direction.
Buy Direction Forms
- Real Estate - Buy Direction Form (75.0 KB .pdf)
- Precious Metals/Gold - Buy Direction Form (73.5 KB .pdf)
- Private Placements / LLCs - Buy Direction Form (71.8 KB .pdf)
- Notes - Buy Directions Form (76.2 KB .pdf)
Sell Direction Form
- Sale of any Type of Asset - Sell Direction Form (72.3 KB .pdf)
Other Forms
- Credit Card Authorization Form (43.9 KB .pdf)
- Distribution Form (86.1 KB .pdf)
- Payment Authorization Form (68.2 KB .pdf)
- Investment Disclaimer (19.3 KB .pdf)
- Rollover Certification (69.1 KB .pdf)