Forms & Guides

Forms

Expense Payment Request

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

Roth Conversion Instructions

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

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

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.

Guide – New Account Instructions for a Self Directed IRA

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