GOLD IRA FORMS

3 Step Process to Open Your Gold IRA*

With the current state of the market, some people are considering what they can do to diversify their IRA. In this environment, acquiring physical gold for a retirement portfolio is something to examine further. Gold prices have enjoyed a consistent rise over the last ten years. According to a number of experts, gold can serve as a potential hedge against inflation, unpredictable interest rates, political turmoil, and overall has been an important asset in an uncertain economic environment.

What is an IRA?

An IRA is an acronym for Individual Retirement Arrangement. IRAs generally provide a means of saving for retirement while providing for certain tax advantages. Depending on the type of IRA you choose, you may be able to deduct contributions or take qualified distributions tax free. Keep in mind that tax laws are complex and can be changed at any time. As such, you should consult with your tax advisor about IRAs.

Why Gold in an IRA?

With the passage of the Tax Payer Relief Act in 1997, individuals may include certain types of gold and other precious metals in their IRAs.

One of the reasons people choose to add gold to their IRA is to diversify with a tangible asset that may provide a potential hedge against inflation and a falling dollar.

1. Establish your IRA* - Account Opening Forms

Select the appropriate IRA Investment Arrangement* from below and click on its link to download the appropriate forms:

Traditional IRA Forms

Remember to include copies of requested identification documentation for your IRA
Download Entire Packet
  1. Simplifier
  2. IRA Precious Metals Investment Direction
  3. IRA Transfer Request / Direct Rollover Request
  4. Rollover Certification
  5. Financial Disclosure and Fee Schedule

Roth IRA Forms

Download Entire Packet

  1. Roth Simplifier
  2. Roth IRA Transfer Request
  3. Roth IRA Rollover Certification
  4. IRA Precious Metals Investment Direction
  5. Financial Disclosure and Fee Schedule

SEP IRA Forms

Download Entire Packet

  1. Simplifier
  2. IRA Precious Metals Investment Direction
  3. IRA Transfer Request / Direct Rollover Request
  4. Adoption Agreement

Simple IRA Forms

  1. Simple Simplifier
  2. Adoption Agreement
  3. Rollover Certification
  4. IRA Precious Metals Investment Direction
  5. Eligibility Form
  6. Employer Participation
  7. Salary Reduction Agreement

You can also download the following individual forms:

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2. Fund your IRA - Account Funding Forms

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 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
    1-800-963-9798.

    You should independently select the IRA custodian. To learn more about Goldstar Trust Company, click here.

* Federal IRA tax laws are complex and may change. As with any investment, you should consult your tax advisor before making a decision regarding IRA investment.