GOLD IRA FORMS
It's an easy three-step process to open your precious metals IRA*.
1. Establish your IRA* - Account Opening Forms
Select the appropriate IRA Investment Account* from below and click on its link to download the appropriate forms:
Traditional IRA Forms
Download Entire Packet- Simplifier
- IRA Precious Metals Investment Direction
- IRA Transfer Request / Direct Rollover Request
- Rollover Certification
- Financial Disclosure and Fee Schedule
Roth IRA Forms
- Roth Simplifier
- IRA Precious Metals Investment Direction
- Roth IRA Transfer Request
- Roth IRA Rollover Certification
- Financial Disclosure and Fee Schedule
SEP IRA Forms
- Simplifier
- IRA Precious Metals Investment Direction
- IRA Transfer Request / Direct Rollover Request
- Rollover Certification
- About this SEP Simple
- Adoption Agreement
You can also download the following individual forms:
Problems? Download Acrobat Reader
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
1-877-376-2646.
To learn more about Goldstar Trust Company, click here.
* Federal IRA tax laws are complex and may change from year to year. As with any investment, you should consult your tax advisor before making a decision regarding IRA investments.
