Traditional IRA Application Checklist
Feel the freedom of a Self Directed 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.
Traditional IRA Application Checklist
Required forms
–Traditional IRA Application: must be signed and notarized, return pages 1 & 2.
–IRA Trustee/Custodial Agreement & Fee Schedule: Please make your selections, initial and sign where indicated. If have difficulty completeing this, don’t hesitate to give me a call.
–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 401(k).
–IRS Form W-9: Complete sign and date where indicated.
–Complete Forms Packet
Additional Forms
–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.
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.
Need help? Contact one of our IRA experts at (702) 507-0750 or ira@premiertrust.com