Forms & Guides

Forms

Application Kit for Roth IRA

Establish An Account Online

Application Kit for SEP IRA

Establish An Account Online

Application Kit for Traditional IRA

Establish An Account Online

Expense Payment Request

Used to make a payment from the IRA for an expense of an asset in your account.

Cryptocurrency Investment Directions

Investment Directions for Cryptocurrency

Roth Conversion Instructions

Used to request a conversion from a Traditional, SEP or Simple IRA to a Roth IRA.

Self Directed Health Savings Account Application

Establish An Account Online

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.

Establish An Account Online

Health Savings Account Transfer Request

Complete to transfer cash or assets from another HSA Custodian.

Investment Provider Application

Please complete this application prior to referring investors. This will be used to by our compliance team to understand the nature of the investment and to determine the administrative process.

Guides

Quick Self Directing Guide

Building Your Wealth With a Quick Guide

A Quick Guide to Real Estate IRAs

A Quick Guide to Real Estate IRAs

Solo 401k Fee Schedule

No hidden fees here at the IRA Club! A list of all IRA Club fees.

2022 Contribution Limits

Double-check the contribution limits set by the IRS.

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.

Custodial Fee Schedule

No hidden fees here at the IRA Club! A list of all IRA Club fees.

Guide – New Account Instructions for a Self Directed IRA

Guide – Private Entity Investment with an IRA, 401k, or HSA