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.
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
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
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
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
(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 – Sale Authorization Sign Document or Print This Form