Online Forms
Open Self-Directed IRA
Below are the forms to open a self-directed IRA. Select the type of self-directed IRA you would like then click on the associated link to begin the download. Please complete the forms and mail the documents with original signatures and a photocopy of a US issued photo identification to our office for processing.
Traditional IRA
| Open a Self-Directed Traditional IRA | Learn More....
Roth IRA
| Open a Self-Directed Roth IRA | Learn More....
Simple IRA
| Open a Self-Directed Simple IRA | Learn More....
SEP IRA
| Open a Self-Directed SEP IRA | Learn More....
Individual 401k
Please Contact Us at 877-259-3256
Precious Metals Application
Purchase an Asset Worksheets
These forms are needed to make a specific investment inside your self-directed IRA. Each investment packet includes a checklist of the necessary forms required to make an investment. Please send the completed orignal documents to our office for processing. Most completed forms can be faxed- see the checklist for more details.
Real Estate
| Purchase a real estate asset
Unsecured Notes
Secured Notes
LLC & LP
| Make an investment in a LLC or LP
Private Stock
Precious Metals
Miscellaneous Forms
Below are additional forms that can be used to provide payments and direction. Send the completed documents to our office for processing via mail or fax.
Payment Authorization Letter
| Pay an expense for an IRA owned asset
IRA Distribution form
| Take distritution from your account
Deposit Coupon
| Make a contribution to your account
Fee Payment Form
Rollover Certification Form
| Make a rollover contribution to your account
Fee Schedule
Additional Forms
For additional forms please contact our office at 877-259-3256
