Automatic Withdrawal Request
This form provides the information to request and deposit funds to your account automatically.
Forms & Guides
Forms
Beneficiary Designation
Add or change a beneficiary to your account.
Credit Card Authorization
Update the credit card on file for fees.
Deposit Form
Used for any deposit other than a transfer.
Deposit Form for Real Estate
Used to apply rent or proceed deposits.
Distribution Request
Used to make a withdrawal to the account owner.
Expense Payment Request for Real Estate
Used to make a payment from the IRA for an expense of an asset in your account.
Inherited IRA Account Checklist
Completed if you are establishing an inherited IRA.
Investment Directions
Used to provide instructions on making an investment with your IRA.
IRA LLC Investment Directions
Used to provide instructions on making an investment to an IRA-LLC with your IRA.
IRA to IRA Transfer Request Form
Completed to transfer cash or assets from another IRA Custodian.
Prohibited Transactions Questionnaire
Completed if you are lending money from your IRA to a business.
Real Estate Investment Directions
Completed if you wish to buy real estate with your IRA.
Roth Conversion Instructions
Used to request a conversion from a Traditional, SEP or Simple IRA to a Roth IRA.
Guides
401k to IRA Transfer Guide
Tips on how to rollover an old 401k or other retirement plan.
2019 Contributions
Annual Limits for 2019
2019 Fee Schedule
No hidden fees here at the IRA Club! A list of all IRA Club fees.
Funds Delivery Instructions
Instructions for sending or depositing money to your IRA.
Guide – Buying Real Estate with Your IRA
Documents and requirements for buying real estate with your IRA.
Investment Document Requirements
Documents required for processing an investment in an IRA.
IRA Contribution Guide for Traditional and Roth IRAs
Learn more about who can make a non-deductible contribution for traditional and Roth IRAs.
Making a Loan from Your IRA
Documents and requirements for loaning money from your IRA.
Your IRA Bought a House
Responsibilities and rules for the IRA owner who recently bought real estate.