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Contact

Where to Send Forms

Beneficiary Designation

Add or change a beneficiary to your account. Email newaccounts@iraclub.org

Download Form Submit

Deposit Form For Real Estate

Apply rent or proceed deposits. Email deposits@iraclub.org

Download Form Submit

Distribution Request

Make a withdrawal to the account owner. Email distributions@iraclub.org

Download Form Submit

Credit Card Authorization

Update the credit card on file. Email newaccounts@iraclub.org

Download Form Submit

Deposit Form

Used for any deposit other than a transfer. Email deposits@iraclub.org

Download Form Submit

Expense Payment Request for Real Estate

Make a payment from the IRA for an asset expense. Email investments@iraclub.org

Download Form Submit

Inherited IRA

Complete if you are establishing an inherited IRA. Email newaccounts@iraclub.org

Download Form Submit

Private Entity Investment Directions

Provide instructions on making a private entity investment with your IRA. Email investments@iraclub.org

Download Form Submit

Real Estate Investment Directions

Provide instructions on making a real estate investment with your IRA. Email investments@iraclub.org

Download Form Submit

Secured Loan Investment Directions

Provide instructions on making a secured loan investment with your IRA. Email investments@iraclub.org

Download Form Submit

Unsecured Loan Investment Directions

Provide instructions on making an unsecured loan investment with your IRA. Email investments@iraclub.org

Download Form Submit

IRA to IRA Transfer Request Form

Complete to transfer cash or assets from another IRA Custodian. Email transfers@iraclub.org

View Forms

Roth Conversion Instructions

Conversion from a Traditional, SEP or Simple IRA to a Roth IRA. Email newaccounts@iraclub.org

Download Form Submit

Secure Portal Upload

Upload your secure document here

Upload Documents here

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Address
PO Box A3535
Chicago, IL 60690

Overnight Address
67 E. Madison St.
Suite 1510
Chicago, IL 60603

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312-283-2615

Monday-Friday
9:00am-5:00pm Central

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