Complete this kit including Investment Authorization form, Prohibited Transactions Questionnaire form and Wire Request form to make your investment.
Please only send one request as multiple identical requests may cause a delay in processing your request.
If you wish to modify your original request, be sure to check the “Change Request” box in Section 2 of the form.
Our turnaround time is 3-5 business days, unless you request expedited service (at an additional cost). If you select expedited service, all required documents must be submitted with the Investment Authorization form at the same time. Expedited service does not mean same day service; it may take 1-2 business days provided that your request is complete, reviewed and accepted and the required funds are available.
For Initial Investments:
If this is an initial investment request for an asset that you do not yet hold in your account, please ensure that you send the Investment Authorization form with supporting documentations. (Please review Investment Document Requirement). If supporting documentation is not submitted with the Investment Authorization form, your request will not be processed. Please submit all supporting documents at the same time.
If you would like us to pre-review your chosen investment prior to submitting the Investment Authorization form, please send your supporting documents to investments@IRAServices.com, with the subject line “Requesting Pre-Review”.
For Subsequent Investments:
If this is a subsequent investment in an asset that you already hold in your account, you may be required to provide supporting documentation, and documentation required by the entity in which you are investing, along with the Investment Authorization form.
You can submit the form by using one of the following methods.
This is the preferred way to complete the form. You can fill out the form online and sign it electronically by DocuSign.
|Click here to DocuSign Form|
If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.
|Click here to Download Form|