IRA Services DocuSign Login

401(k) Account Application Kit

Complete this application to open your IRA Services Self-Employed 401(k) Traditional or Roth account.

401(k) Custody Agreement

Agreement for the custody of assets held in a single member 401k plan.

Account Acceptance

Acknowledgement and signature of acceptance of the terms of an IRA account agreement.

Account Application Kit

This kit includes all the necessary forms to establish an account, and an instruction on how to establish the account.

Account Owner Information Change

A signature is required on this form to make changes to your address, phone number, and email address.

Beneficiary Designation or Changes

This is required if you have beneficiaries. If you designate multiple beneficiaries, be sure that you include the percentage attributable to each beneficiary and that the total equals 100%.

Coverdell Education Savings Account Application Kit

Use this form to establish a new Coverdell Education Savings Account.

Deposit Notification

Use this form for any deposit other than a custodian to custodian transfer. Our policy is that deposits, in the form of checks, will be held for 3-5 business days (depending on where the check is from) before the funds will be available for investment or disbursement. We will not accept third-party checks, therefore your check must be made payable to “IRA Services Trust Company.”

Direct Deposit (ACH) Authorization

This form is for periodic distributions only that are to be sent by direct deposit/ACH.

Direct Deposit (ACH) Notification

Use this form to notify us of an incoming direct deposit (ACH). This form must be completed in full by the sender and received by us on the same day that the payment is being sent. If this form is incomplete, or if it is not received by us in a timely manner, funds may be returned to the originating bank.

Distribution Request

Use this form to make a withdrawal payable to yourself.

Expense Payment Request

Use this form to make a payment from your IRA for an expense of the account (e.g., payments of property taxes or asset expenses, etc).

Incoming Asset Questionnaire

This form is to be used by all individuals transferring Assets In-Kind to IRA Services Trust Company. Please complete one (1) form for each incoming asset.

In-Kind Investment or Exchange Request

Complete this form to move assets from your IRA to your IRA LLC or from your IRA LLC to your IRA, or if you wish to exchange an asset currently held in your IRA with another asset.

Inherited IRA Form

Complete this form if you are establishing an Inherited or Beneficiary IRA. Attach it to the Account Application form.

Internet Access Kit

Complete this form if you would like online access to your account.

Investment Authorization Form Only

This is the Investment Authorization form only

Investment Authorization Kit

This packet contains the Investment Authorization form, instructions on how to complete the form, Wire Request form, and our Document Requirements list. Complete this packet when you are ready to make your investment. This should accompany any paperwork required by the investment provider.

LLC Agreement

Required when requesting an investment in a private, single-member or family IRA LLC. Please review, sign and return with your Investment Authorization.

LLC Distribution or Contribution Correction

Complete this form if you took a distribution directly from your IRA LLC, or if you made a contribution or rolled over funds from another IRA or qualified retirement plan directly into your IRA LLC.

LLC Resolution

Liquidation Request

Use this form if you want to liquidate (sell) assets into cash.

Name Change

Note Modification Authorization

This form is to be completed if you wish to modify the terms of a promissory note.

Prohibited Transactions Questionnaire

Investors who lend funds from their IRA to a business entity, or invest in a Limited Partnership or Limited Liability Company (exclusive of IRA LLCs) must complete this questionnaire.

Representative Authorization

Complete this form if you want to designate an individual as an authorized representative on your account, granting them access to your account information.

Representative Information Change

Use this form to update the information of an authorized representative.

Representative Internet Access Request Kit

For individuals or entities that have been designated as an authorized representative: You must complete this form to establish or manage online access to your clients’ accounts, and to change your Email Notification Service preferences.

Representative Kit

For account representatives and investment sponsors: A complete portfolio containing the forms necessary to assist your clients in establishing their self-directed account, funding it and/or transferring assets from another IRA or qualified retirement plan, and making an investment.

Retirement Plan Rollover Kit

Use this worksheet if you are retiring, changing jobs, or you’ve inherited assets in an employer sponsored 401(k) retirement plan.

RMD Asset In-Kind Request Form

Use these forms to request an RMD distribution from your account.

RMD Cash Distribution Request Form

Use these forms to request an RMD distribution from your account.

Roth Conversion and Recharacterization Request

Use this form to request one of the following: a Roth Conversion (conversion from a Traditional IRA, Simple or SEP account to a Roth IRA), or a Recharacterization (correct a contribution or conversion from one account to another).

Safekeeping Withdrawal

Transfer Authorization Cash Only Instructions & Form

Complete this form if you wish to transfer cash only from another IRA custodian.

Transfer Authorization Instructions & Form

Complete this form if you wish to transfer cash and/or assets in-kind from another IRA custodian.

Valuation for LLC (Individual / Family)

To be submitted annually to report the fair market value of your private, single-member or family IRA LLC.

Valuation for other IRA Assets

To be submitted annually to report the fair market value of your assets. Do NOT use this form for Private LLC or Real Estate Valuations if your asset can be updated using our Online Valuation.

Valuation for Real Estate

Use this form to report the fair market value of real estate property. If you are providing a fair market valuation to determine your RMD , Roth conversion or other distribution, this form must be accompanied by (1) and (3). If you are providing a fair market valuation for annual reporting only (not for RMD, Roth conversion or other distribution), this form must be accompanied by (1), (2) and (3).

Wire Request

Request a disbursement or distribution via wire transfer.

Please enter your name and email to begin the signing process.