Forms & Guides

Forms

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.

Beneficiary Designation

Add or change a beneficiary to your account.

Credit Card Authorization

Update the credit card on file for fees.

Guides

401k to IRA Transfer Guide

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

Fee Schedule 2018

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

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.

Investment Document Requirements

Documents required for processing an investment in an IRA.

Real Estate Investment Kit

Documents and requirements for buying real estate with your IRA.

IRA Contribution Guide For Traditional and Roth IRAs

Learn more about who can make a non-deductible contribution for traditional and Roth IRAs.