Forms & Guides

Forms

Application Kit for Roth IRA

Application for Roth IRA

Establish An Account Online

Application Kit for SEP IRA

Application for SEP IRA

Establish An Account Online

Application Kit for Solo 401k

Application for Solo 401k

Establish an Account Online

Application Kit for Traditional IRA

Application 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.

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.

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

Cryptocurrency Investment Directions

Investment Directions for Cryptocurrency

Guides

2023 Contribution Limits

Double-check the contribution limits set by the IRS.

401(k) to IRA Transfer Guide

Tips on how to rollover an old 401(k) or other retirement plan.

A Quick Guide to Real Estate IRAs

A Quick Guide to Real Estate IRAs

Custodial Fee Schedule

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

Dates & Deadlines for IRA Club Accounts

Helpful information for your IRA Club account.

Estimated IRA Transfer Timeline

Common IRA Custodian Transfer Processing Time

Guide – New Account Instructions for a Self Directed IRA

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

Quick Self Directing Guide

Building Your Wealth With a Quick Guide

Secure 2.0 – A Detailed Summary for IRAs, Self-Directed IRAs, Solo 401(k), and 401(K) Plans

Secure 2.0 – A Detailed Summary for IRAs, Self-Directed IRAs, Solo 401(k), and 401(K) Plans

Solo 401k Fee Schedule

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