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SETUP YOUR SELF-DIRECTED IRA ACCOUNT
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Self-Directed IRA Services, Inc. Online Forms
1. Establish a New Account
1.1.
Traditional IRA New Account Documents
1.2.
SEP IRA New Account Documents
1.3.
ROTH IRA New Account Documents
1.4.
Fee Schedule
2. Make an Investment
2.1.
Private Debt Investment Checklist
2.2.
Private Equity Investment Checklist
2.3.
Real Estate Investment Checklist
2.4.
Publicly Traded Investment Checklist
2.5.
CD Purchase Form
2.6.
Fee Schedule
3. Forms for Existing Accountholders
3.1.
Fee Schedule
3.2.
Account Design
3.3.
Inherited IRA Beneficiary Designation form
3.4.
Beneficiary's Distribution Form
3.5.
Certification for Rollover or Direct Rollover to IRA form
3.6.
Change of Name, Address, or Beneficiary form
3.7.
Direct Rollover Request form
3.8.
Establishing a Substantially Equal Periodic Distribution Schedule form
3.9.
Funding Authorization form
3.10.
Transfer Form for Roth IRA
3.11.
Transfer Form for SIMPLE IRA
3.12.
Transfer Form for Traditional IRA
3.13.
Beneficiary Designation form
3.14.
Loan Servicer Agreement
3.15.
Notice of External Recharacterization of IRA Contribution form
3.16.
Notice of Internal Recharacterization of IRA Contribution form
3.17.
Notice of Your Financial Privacy Rights
3.18.
Periodic Payment Instruction for Accountholders 70.5 and Older
3.19.
Private Investment Issuer Representation Letter
3.20.
Real Estate Servicer Agreement
3.21.
Distribution from Roth IRA form
3.22.
Contribution Form for Traditional, SEP, Simple IRA form
3.23.
Distribution Form
3.24.
SEP IRA Contribution Agreement
3.25.
SEP Service Agreement
3.26.
Worksheet to Calculate the Required Minimum Distribution (RMD)
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