Application Kit for Roth IRA
Forms & Guides
Forms
Application Kit for SEP IRA
Application Kit for Traditional IRA
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.
2019 Contributions
Annual Limits for 2019