IRA Transaction Forms

Use to invest in private placements, joint ventures, private companies, shares or private stock, REIT, private equity.

Use to invest in an LLC with checkbook control.

Use to invest in notes secured by real estate.

Use to invest in real estate at auction.

Use to invest in promissory notes not collateralized by real estate.

Use to do a full or partial sale of a property.

Use to do a full or partial sale of an asset not collateralized by real estate.

Use for promissory notes, private stock, etc.

Use to do a full or partial sale of a real estate note.

Use to do a full or partial exchange of an asset in your account.

Use to:

• Make a cash contribution to your self-directed IRA.

• Deposit income from an asset.

Use to:

• Take a distribution or a required minimum distribution.

• Take funds or assets personally.

• Remove excess contributions.

• Roll over assets or cash to a 401(k) or employer-sponsored plan.

Use to:

• Transfer funds and/or assets from an IRA at another custodian directly to your IRAR account.

• Transfer funds and/or assets from an IRAR account to another IRAR account.

Use to:

• Roll over funds/assets directly from a 401(k) or employer-sponsored plan to your IRAR account.

• Complete a rollover of cash/assets (within 60 days) that you took possession of to your IRAR account.

• Roll over funds/assets (within 60 days) from a forced distribution to your IRAR account.

Use to authorize a payment of an invoice for an asset.

Use to add or change the beneficiaries for your account.

Use to change your personal account information; email, address, etc.

Use to pay IRAR fees.

Use to transmit instructions and forms to IRAR using your digital or electronic signature.

Use to:

• Assign or change the value of any asset.

• Take an in-kind distribution (used along with a Distribution Form).

• Convert a Traditional IRA asset to a Roth IRA asset (used along with a Roth Conversion Request).

Use to authorize a third party to access your account information.

Example: Spouse, investment advisor, etc.

Use to authorize a third party to act on your behalf in connection with your IRAR account.

Example: Financial advisor, attorney, etc.

Use to convert assets/cash from your traditional IRA to a Roth IRA.

Roth IRA Agreement & Disclosure

Traditional IRA Agreement & Disclosure

SEP IRA Agreement & Disclosures

SIMPLE IRA Agreement & Disclosures