Manage Your Account

Pay Expenses from my Account Change of Address Form, Request An IRA Distribution. On this page you will find the forms you need to open and manage your IRA account. Forms can be completed on the screen then printed out for you to sign.

If you prefer; we will complete the forms for you and send them to you for your signature: Simply call toll free 888-795-7950.

New Accounts

•  Self Directed IRA Application – 2011
• Transfer Funds From Your Former Custodian – 2011
• Traditional IRA Articles
• Roth IRA Articles

Manage My Account

• Make an Investment Using Your IRA Account
• Add Funds to your IRA Account – 2011
• Pay an Expense From Your IRA Account – 2011
• Take a Distribution From Your IRA Account
• Change or add a Beneficiary to Your IRA account

• Internet Access Request
• Distribution Request
•  Supplemental Info & ROTH Conversation Form
• Change of Address Form

           For Checkbook IRAs

• For a complete package of Checkbook IRA (IRA LLC) application forms please contact The IRA Club at 888-795-7950.

             Account Information

• Fee Information – Checkbook IRA 45 Day SPECIAL
• Fee Information – Standard SD IRA June 2011
•  IRA Account Privacy Notice
•  LLC Valuation