Application Kit for Roth IRA
Forms & Guides
Forms
Application Kit for SEP IRA
Application Kit for Traditional IRA
Beneficiary Designations
Update Account Information
Update Credit Card Information
Third Party Access
IRA to IRA Transfer Request
Deposit Form for 60 Day Rollover
Deposit Form for Contributions
Automatic Contribution Setup
Real Estate Investment Directions
Deposit Form for Rental Income
Expense Payment Request
Used to make a payment from the IRA for an expense of an asset in your account.
Private Entity Investment Directions
Deposit Form for Investment Income (LLC, LP)
Secured Loan Investment Directions
Unsecured Loan Investment Directions
Deposit Form for Private Loan
Roth Conversion Instructions
Used to request a conversion from a Traditional, SEP or Simple IRA to a Roth IRA.
Distribution Request for Cash
Distribution Request for Assets
Sale of Real Estate Asset
Self Directed Health Savings Account Application
Health Savings Account Application
Use this application to start an HSA. This type of account allows you to use the available funds to pay for qualified medical expenses.
Health Savings Account Transfer Request
Complete to transfer cash or assets from another HSA Custodian.
Guides
2021 Contribution Limits
Dates & Deadlines for IRA Club Accounts
Helpful information for your IRA Club account.
Estimated IRA Transfer Timeline
Common IRA Custodian Transfer Processing Time
401(k) to IRA Transfer Guide
Tips on how to rollover an old 401(k) or other retirement plan.
Fee Schedule
No hidden fees here at the IRA Club! A list of all IRA Club fees.
Health Savings Account Fee Schedule
Guide – New Account Instructions for a Self Directed IRA
Guide – Buying Real Estate with an IRA, 401k, or HSA
Guide – Private Lending from an IRA, 401k, or HSA
Guide – Private Entity Investment with an IRA, 401k, or HSA
Guide – After Your Account Buys Real Estate
Guide – Funds Delivery Instructions
Guide – Inherited IRA Checklist
