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Forms in Alphabetical Order (A-Z)

 

 

Form

Description

401(k) (Self-Employed) Account Application Kit

Complete this application to open your IRA Services Self-Employed 401(k) Traditional or Roth account
Account Owner Information Change

Use this form to update the information of an account owner

Account Application Kit for Traditional or Roth Accounts

This includes all the necessary forms and instructions to establish a Self-Directed IRA account.

Account Application Kit for SEP or Simple Accounts

This includes all the necessary forms and instructions to establish a Self-Directed IRA account.

Beneficiary Designation or Changes

Use this form to add or change the beneficiaries. If you designate multiple beneficiaries, be sure that you include the percentage attributable to each beneficiary and that the total equals 100%

BlueVault Depository Expense Payment Request

This is for BlueVault depository expense payment request

BlueVault Investment Authorization Kit

This kit is for BlueVault investment only

BlueVault Wire Request

Use this form to wire funds to BlueVault

Coverdell Education Savings Account Application Kit

Use this form to establish a new Coverdell Education Savings Account

Deposit Notification

Use this form for any deposit other than a custodian to custodian transfer. We will not accept third-party checks, therefore your check must be made payable to “IRA Services Trust Company.” 

Direct Deposit (ACH) Authorization

This form is for periodic distributions only that are to be sent by direct deposit/ACH

Direct Deposit (ACH) Notification

Use this form to notify us of an incoming direct deposit (ACH). This form must be completed in full by the sender and received by us on the same day that the payment is being sent

Distribution Request

Use this form to make a withdrawal payable to yourself

Expense Payment Request

Use this form to make a payment from your IRA for an expense of the account (e.g., payments of property taxes or asset expenses, etc)

Incoming Asset Questionnaire

This form is to be used by all individuals transferring Assets In-Kind to IRA Services Trust Company

In-Kind Investment or Exchange Request

Complete this form to move assets from your IRA to your IRA LLC or from your IRA LLC to your IRA, or if you wish to exchange an asset currently held in your IRA with another asset

Inherited IRA

Complete this form if you are establishing an Inherited or Beneficiary IRA. Attach it to the Account Application form

Internet Access

Complete this form if you would like online access to your account

Investment Authorization Kit

Complete this kit (Investment Authorization form, Prohibited Transactions Questionnaire form, Wire Request form) to make your investment. These should accompany any paperwork required by the investment provider 

LLC Agreement

This form is required when requesting an investment in a private, single-member or family IRA LLC. Please sign and return with your Investment Authorization

Name Change

Use this form to notify IRA Services that your name has changed

Note Modification Authorization

This form is to be completed if you wish to modify the terms of a promissory note

One and the Same Letter

Use this form to notify IRA Services of any slight discrepancies in the way your name is listed on your IRA Services account and the account from which your assets are being transferred

Power of Attorney

Use this form to certify the validity and effectiveness of the Power of Attorney (POA) that granted you the power to act on behalf of the account owner of the IRA Services accounts listed on this form and to indemnify IRA Services

Prohibited Transactions Questionnaire

Investors who lend funds from their IRA to a business entity, or invest in a Limited Partnership or Limited Liability Company (exclusive of IRA LLCs) must complete this questionnaire

Representative Authorization 

Complete this form if you want to designate an individual as an authorized representative on your account, granting them access to your account information 

Representative Information Change

For authorized representative only: This form is not for individual investor. Please locate this form at the Advisor Forms Section.

Representative Internet Access Request 

For authorized representative only: This form is not for individual investor. Please locate this form at the Advisor Forms Section.

Representative Kit

For account representatives and investment sponsors only: Please locate this kit at the Advisor Forms Section

RMD Asset In-Kind Request

Use these forms to request an RMD distribution from your account

RMD Cash Distribution Request

Use these forms to request an RMD distribution from your account

Roth Conversion and Recharacterization Request

Use this form to request one of the following: a Roth Conversion (conversion from a Traditional IRA, Simple or SEP account to a Roth IRA), or a Recharacterization of IRA contributions

Transfer Authorization Cash Only

Use this form to transfer cash only from another IRA custodian

Transfer Authorization

Use this form to transfer cash and/or assets in-kind from another IRA custodian

Valuation for LLC (Individual / Family)

The custodian is required to report annually the Fair Market Value (FMV) of your LLC to the Internal Revenue Service

Valuation for other IRA Assets

The custodian is required to report annually the Fair Market Value (FMV) of your Account to the Internal Revenue Service

Valuation for Real Estate

Use this form to report the fair market value of real estate property

Wire Request

Request a disbursement or distribution via wire transfer