Roth IRA Application Checklist
Feel the freedom of a Self Directed Roth IRA. Simply follow the checklist below to get started now. If you have questions or need assistance you can call to speak with one of our IRA account experts.
Roth IRA Application Checklist
Required forms
–Roth IRA Application: must be signed and notarized, return pages 1 & 2.
–IRA Contribution Eligibility: Complete parts 1, 3, and 4 if you plan to fund your IRA from money held in a qualified plan such as a 401(k).
–Roth Contribution Form: To Accompany any contribution to the IRA.
–IRA Trustee/Custodial Agreement & Fee Schedule: Please make your selections, initial and sign where indicated. If have difficulty completing this, don’t hesitate to give us a call.
–IRS Form W-9: Complete sign and date where indicated.
Important Notes:
– Initial Setup Fee: Send a check in the amount of $175 made payable to Premier Trust, Inc. for the Initial Account Setup Fee.
–Photo ID: Include a clear copy of your photo ID.
–Roth IRA New Account Form Pack
Additional Forms:
–Roth IRA Transfer Request: If transferring cash from another Custodian to your IRA at Premier Trust, be sure the funds have been liquidated so they will be ready for transfer.
Need help? Contact one of our IRA experts at (702) 507-0750 or ira@premiertrust.com