Application Kit for Roth IRA
Application for Roth IRA
Forms & Guides
Forms
Application Kit for SEP IRA
Application for SEP IRA
Application Kit for Solo 401k
Application for Solo 401k
Application Kit for Traditional IRA
Application for Traditional IRA
Automatic Contribution Setup
Beneficiary Designations
Deposit Form for 60 Day Rollover
Deposit Form for Contributions
Deposit Form for Investment Income (LLC, LP)
Deposit Form for Private Loan
Deposit Form for Rental Income
Distribution Request for Assets
Distribution Request for Cash
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.
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.
IRA to IRA Transfer Request
Private Entity Investment Directions
Real Estate Investment Directions
Roth Conversion Instructions
Used to request a conversion from a Traditional, SEP or Simple IRA to a Roth IRA.
Sale of Real Estate Asset
Secured Loan Investment Directions
Self Directed Health Savings Account Application
Third Party Access
Unsecured Loan Investment Directions
Update Account Information
Update Credit Card Information
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
Backdoor Roth
Backdoor Roth
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 – After Your Account Buys Real Estate
Guide – Buying Real Estate with an IRA, 401k, or HSA
Guide – Funds Delivery Instructions
Guide – Inherited IRA Checklist
Guide – New Account Instructions for a Self Directed IRA
Guide – Private Entity Investment with an IRA, 401k, or HSA
Guide – Private Lending from an IRA, 401k, or HSA
Health Savings Account Fee Schedule
How to Compute UDFI
How to Compute UDFI
Making a 2022 Contribution
Making a 2022 Contribution
Partial Transfer Out
Partial Transfer Out
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.