Forms & Guides

Forms

Automatic Withdrawal Request

Setup automatic deposits to your IRA.

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 General Real Estate Expenses

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

Expense Payment Request for Property Insurance

Used to make an insurance payment from the IRA for a Real Estate asset in your account.

Expense Payment Request for a Reimbursement

Used for reimbursement from the IRA for an asset in your account.

Expense Payment Request for Property Taxes

Used to make a property tax payment from the IRA for a Real Estate asset in your account.

HSA 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.

Self Directed HSA Application

Use this application to start a Self Directed HSA. This type of account allows you to invest just like a Self Directed IRA.

HSA Transfer Request

Completed to transfer cash or assets from another HSA Custodian.

Inherited IRA Account Checklist

Completed if you are establishing an inherited IRA.

General 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.

Lending Investment Directions

Make a loan from your IRA.

Private Entity Investment Directions

Invest your IRA in a private entity.

Precious Metals Investment Directions

Used to provide instructions on purchasing precious metals in your IRA.

Real Estate Investment Directions

Completed if you wish to buy real estate with your IRA.

REIT Investment Directions

Used to provide instructions on a REIT investment in your IRA.

Roth Conversion Instructions

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

Tax Lien Investment Directions

Used to provide instructions on making a tax lien investment with your IRA.

Guides

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.

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.

401(k) to IRA Transfer Guide

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

2019 Fee Schedule

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