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Advisor Forms & Documents

The DocuSign forms are for the advisors to fill in and the forms will be forwarded to the clients for signature.


New Account (Online)

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Representative Authorization


Transfer Authorization

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Investment Authorization

Advisor Forms & Documents

  • FormDescriptionPDFDocuSign
    401(k) Account Acceptance for Self-Employed onlyAcknowledgement and signature of acceptance of the terms of a 401(k) account agreement. Required if submitting 401(k) Application for Self-Employed via email or fax.n/aDocuSign Logocomplete and sign a 401K Account Acceptance for self-employed form online
    401(k) Account Application kit for Self-Employed onlyThis kit includes all the necessary forms and instructions to establish a Self-Directed 401(k) account, must mail in with a photo ID.401k Account Application Kit downloadDocuSign Logocomplete and sign a 401K Application Kit online
    Deposit NotificationUse this form for any deposit. Checks will be held for 3-5 business days before the funds will be available. Checks must be made payable to "IRA Services Trust Company CFBO: name and account number.Deposit Information downloadDocuSign Logocomplete and sign a Deposit Information Form Only online
    Inherited IRAUse this form if establishing an Inherited/Beneficiary IRA and submit in addition to Account Application.Inherited IRA form downloadDocuSign Logocomplete and sign an Inherited IRA form online
    Investment Authorization Kit This kit includes all the necessary forms and instructions to make an investment, the Investment Authorization, Prohibited Transaction Questionnaire and Wire Request forms. This paperwork should be accompanied by the supporting document for the purchase, see Documents Requirement list included in the kit.Investment Authorization Kit downloadDocuSign Logo
    complete and sign an Investment form online
    Limited Power of AttorneyUse this form to grant limited authority over your existing retirement account at IRA Services Trust Company to your Investment Advisor.Power of Attorney form downloadDocuSign Logocomplete and sign a Limited Power of Attorney form online
    New Account Application KitThis kit includes all the necessary forms and instructions to establish a Self-Directed lRA account.New Account Application form downloadDocuSign Logo
    complete and sign a New Account Application Kit online
    Representative AuthorizationComplete this form if you want to designate an individual as an authorized representative on your account, granting them access to your account information.Representative Authorization form downloadDocuSign Logocomplete and sign a Representative Authorization form online
    Transfer Authorization Cash OnlyComplete this form if transferring cash only from another IRA custodian.Transfer Authorization Cash Only Kit downloadRequires original signature
    Transfer AuthorizationComplete this form if transferring cash and/or assets in-kind from another IRA custodian.Transfer Authorization Instructions and Form downloadRequires original signature
  • FormDescriptionPDFDocuSign
    Investment Authorization Kit This kit includes all the necessary forms and instructions to make an investment, the Investment Authorization, Prohibited Transaction Questionnaire and Wire Request forms. This paperwork should be accompanied by the supporting document for the purchase, see Documents Requirement list included in the kit.Investment Authorization Kit downloadDocuSign Logo
    complete and sign an Investment form online
  • FormDescriptionPDFDocuSign
    401(k) Account Acceptance for Self-Employed onlyAcknowledgement and signature of acceptance of the terms of a 401(k) account agreement. Required if submitting 401(k) Application for Self-Employed via email or fax.n/aDocuSign Logocomplete and sign a 401K Account Acceptance for self-employed form online
    401(k) Account Application kit for Self-Employed onlyThis kit includes all the necessary forms and instructions to establish a Self-Directed 401(k) account, must mail in with a photo ID.401k Account Application Kit downloadDocuSign Logocomplete and sign a 401K Application Kit online
    Inherited IRAUse this form if establishing an Inherited/Beneficiary IRA and submit in addition to Account Application.Inherited IRA form downloadDocuSign Logocomplete and sign an Inherited IRA form online
    Limited Power of AttorneyUse this form to grant limited authority over your existing retirement account at IRA Services Trust Company to your Investment Advisor.Power of Attorney form downloadDocuSign Logocomplete and sign a Limited Power of Attorney form online
    New Account Application KitThis kit includes all the necessary forms and instructions to establish a Self-Directed lRA account.New Account Application form downloadDocuSign Logo
    complete and sign a New Account Application Kit online
    Representative AuthorizationComplete this form if you want to designate an individual as an authorized representative on your account, granting them access to your account information.Representative Authorization form downloadDocuSign Logocomplete and sign a Representative Authorization form online
  • FormDescriptionPDFDocuSign
    Deposit NotificationUse this form for any deposit. Checks will be held for 3-5 business days before the funds will be available. Checks must be made payable to "IRA Services Trust Company CFBO: name and account number.Deposit Information downloadDocuSign Logocomplete and sign a Deposit Information Form Only online
    Transfer Authorization Cash OnlyComplete this form if transferring cash only from another IRA custodian.Transfer Authorization Cash Only Kit downloadRequires original signature
    Transfer AuthorizationComplete this form if transferring cash and/or assets in-kind from another IRA custodian.Transfer Authorization Instructions and Form downloadRequires original signature

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IRA Services
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@IRAServices.com

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

IRA SERVICES AND IRA SERVICES TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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