This page contains Self-Directed IRA Forms for American IRA account holders.

If you have any questions about these forms and/or Self-Directed IRAs, please do not hesitate to call!

Phone Number: (828) 257-4949
Fax Number: (828) 257-4948
Toll Free Number: (866) 7500-IRA(472)

To get started, click on the section you are interested in to reveal a list of forms you can select from. All forms are available online and most can be digitally signed for your convenience.

Open an Account

Application Kits

American IRA Application for Traditional IRA and Roth IRA                                                                  Sign Document    or    Print This Form

American IRA Solo 401K Application Kit                                                                                                   Sign Document    or    Print This Form

American IRA SIMPLE IRA Application Kit                                                                                                 Sign Document    or    Print This Form

American IRA HSA Application Kit                                                                                                                Sign Document   or   Print This Form

American IRA Coverdell Application Kit                                                                                                   Sign Document   or    Print This Form

American IRA SEP Application Kit                                                                                                              Sign Document      or    Print This Form

Direct Withdrawal  Sign Document or Print This Form

5305’s

Traditional IRA 5305    Print This Document

Roth IRA 5305    Print This Document

Coverdell 5305    Print This Document

HSA 5305    Print This Document

SIMPLE 5305    Print This Document

SEP 5305    Print This Document

Privacy Notice    Print This Document

Fund Your Account

Transfer Form    Print This Form

Rollover Form   Sign Document or Print This Form

Deposit Slip   Sign DocumentPrint This Form

Direct Withdrawal  Sign Document or Print This Form

Incoming Wiring Instructions Print This Form

Termination of Direct Withdrawal Sign Document  or  Print This Form

Purchase Your Investment

Real Estate

Real Estate Investment – Earnest Money Package   Sign Document   or    Print This Form

Real Estate Investment – Closing Package   Sign Document   or    Print This Form

Real Estate Investment – Foreclosure    Sign Document   or   Print This Form

Private Entity

Private Entity Investment – LLC/LP   Sign Document  or   Print This Form

Private Entity Investment – Stock   Sign Document  or   Print This Form

Private Entity Investment – Capital Call/Additional Funding LLC   Sign Document  or   Print This Form

Notes

Promissory Note Investment – Unsecured   Sign Document  or   Print This Form

Promissory Note Investment – Existing Note Sign Document or Print This Form

Promissory Note Investment – Secured   Sign Document  or   Print This Form

Promissory Note Investment – Convertible Note Investment   Sign Document or   Print This Form

Precious Metals

Precious Metals Investment – Purchase   Sign Document   or   Print This Form

Other Asset Types

General Instructions   Sign Document   or   Print This Form

Land Trust  Sign Document   or   Print This Form

Joint Venture Investment – Instructions Sign Document or   Print This Form

General Investment – Purchase   Sign Document   or   Print This Form

Sell Your Investment

Real Estate

Real Estate Investment – Sale Authorization  Sign Document   or   Print This Form

Precious Metals

Precious Metals Investment – Sale Authorization Sign Document  or   Print This Form

Other Asset Types

General Investment – Sale Authorization   Sign Document  or   Print This Form

Promissory Note Payoff – Sale Authorization   Sign Document  or   Print This Form

Manage Your Account
(Payments, Distributions, Updating Account Info)

Contributions, Deposits, Transfers

Incoming Wiring Instructions Print This Form

Deposit Slip   Sign Document or Print This Form

Direct Withdrawal  Sign Document or Print This Form

Termination of Direct Withdrawal Sign Document  or  Print This Form

Transfer Form  Print This Form

Rollover Form   Sign Document   or   Print This Form

Distributions & Expense Payments

Payment Authorization Letter   Sign Document   or   Print This Form

Distribution Sign Document   or   Print This Form

401K Distribution Sign Document   or   Print This Form

Wiring Instructions – Outgoing Sign Document   or   Print This Form

Termination of Recurring Distribution or Payment Authorization Sign Document  or  Print This Form

Change Your Account Profile

Fee Schedule   Sign Document  or   Print This Form

401K Fee Schedule Sign Document or  Print This Form

Change of Information   Sign Document  or   Print This Form

Beneficiary Designation Form  Sign Document    or   Print This Form

Interested Party Designation  Sign Document    or   Print This Form

Limited Power of Attorney    Print This Form

Miscellaneous

Roth Conversion Sign Document  or  Print This Form

General Instructions Sign Document or  Print This Form

Direction of SignatureSign Document or  Print This Form

Note Modification Authorization Sign Documentor  Print This Form

2020 Fair Market Valuation   Print This Form

2021 Fair Market Valuation     Print This Form

Valuation for Worthless Asset Print This Form

Promissory Note Payoff

Promissory Note Payoff – Sale Authorization   Sign Document  or   Print This Form