IRA Download Page

1. Establish your IRA - Account Opening Forms
   (Download and Review)
   
   The first step is to open the IRA using the application below.
   The Traditional IRA and Roth IRA Investment Kits contain the application, disclosures, and fee schedule.
   
   Traditional IRA Investment Kit
   
   Roth IRA Investment Kit
   
   IRA Precious Metals Investment Direction
   
   IRA Rollover Certification
   
   (Problems? Download Acrobat Reader)


2. Fund your IRA - Account Funding Forms
   
   Before you can direct your investments in the IRA, you need to fund the IRA. 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. Call your Goldline Account Executive for assistance.
   


3. Manage Investments in your IRA
   
   Once you have money in your precious metals IRA, It is time for you and your account executive, or one of our Retirement Planning Specialist to find your new IRA with the appropriate metals to fit your retirement needs. Goldstar will then be your custodian and have your metals in safekeeping until you decide to liquidate or to take personal possession after age 59 ½.
   
   

To learn more...

If you have any questions, call your Goldline Account Executive at
1-800-827-4653.

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