IRA Form download

It is an easy 3 Step Process to open your precious metals IRA.

1. Establish your IRA - Account Opening Forms
   (Download and Review)
   
   
   Select the appropriate IRA Investment Account from below and click on its link to download the appropriate forms:
   
   I. Traditional IRA Forms
   Download Entire Packet

   1. Simplifier
   2. IRA Precious Metals Investment Direction
   3. IRA Cash Transfer Request
   4. IRA Direct Rollover Election
   5. Rollover Certification
   6. Financial Disclosure and Fee Schedule
   II. Roth IRA Forms
   Download Entire Packet

   1. Roth Simplifier
   2. IRA Precious Metals Investment Direction
   3. IRA Cash Transfer Request
   4. Roth IRA Rollover Certification
   5. Financial Disclosure and Fee Schedule
   III. SEP IRA Forms
   Download Entire Packet

   1. Simplifier
   2. About this SEP Simple
   3. IRA Precious Metals Investment Direction
   4. IRA Cash Transfer Request
   5. IRA Direct Rollover Election
   6. Rollover Certification
   7. Financial Disclosure and Fee Schedule
   
   You can also download the following individual forms:
   
   IRA Precious Metals Investment Direction
   
   IRA Rollover Certification
   
   (Problems? Download Acrobat Reader)


2. Fund your IRA - Account Funding Forms
   
   You might make a contribution, order a transfer from another IRA, send a direct rollover from a retirement plan, or roll over funds you received from another IRA or retirement plan, such as an old 401K, 403B, etc.
   


3. Manage Investments in your IRA
   
   Once you have funded your precious metals IRA, you will need to arrange for the purchase of your precious metals for your IRA. Contact your Account Executive who can assist you with this purchase. After your purchase is complete, your IRA custodian will be responsible for holding your precious metals until you are ready to liquidate or take possession.
   
   

To learn more...

If you have any questions, call your Goldline Account Executive at
1-877-376-2646.

To learn more about Goldstar Trust Company, click here Goldstar Trust Company.