| Open an Account |
Download a packet or individual pages to open an account.
|
| IRA Application Packet |
This packet includes everything you need to open an account: account checklist, application, fee schedule and opening fee page. Original documents are needed to open the account. |
| Precious Metals IRA Application Packet |
This packet includes everything you need to open an account: account checklist, application, fee schedule and opening fee page. Original documents are needed to open the account. |
| Opening Account Checklist |
Ready to mail in your application? Use this checklist to ensure you have all needed items to open an account. |
| Drivers License and Make Checks Payable to Page |
Don't forget a copy of your drivers license. Opening fee can be paid via check or credit card (Visa or MasterCard). |
| Application |
3 page application. These original forms are needed to open your account. |
| Traditional and Roth Account Fee Disclosure |
Find out the fees on the Traditional and Roth accounts. This original form is needed to open your account. |
| Fund Your Account |
Download these forms to fund your account. |
| Movement of Funds Checklist |
Not sure which forms to fill out? This checklist will help you move your funds over correctly and efficiently. |
| Copy of Current Statement |
Make sure you include a copy of your current statement when you are moving funds over. |
| Transfer Funds Form |
Request a transfer from an existing account or contribute a transfer contribution to an Entrust account. |
| Rollover/Direct Rollover Certification Form |
Roll funds from one individual retirement account to another. |
| Deposit Coupon |
Deposit money into your account. |
| Wiring Instructions Form |
Wire money from your account to another account. |
| Conduct a Transaction |
Download these forms to make a transaction |
| Buy Direction Letter |
Purchase any type of asset with your Entrust account. |
| Commodities Futures |
Purchase commodities futures with your Entrust account. |
| Payment Authorization Letter |
Pay expenses incurred by the asset owned by your Entrust account. For more information check out our PAL webpage. |
| Sell Direction |
Sell the asset that is owned by your Entrust account. |
| Make Changes to Your Account |
Download these forms to make changes to your account |
| Change of Address |
Update the address on your account. |
| Beneficiary Designation |
Add or change the beneficiaries on your account. |
| Interested Party Designation |
Give a spouse, attorney or another person access to information regarding your account. |
| Limited Power of Attorney |
Give a spouse, attorney or another person access to control of your account. |
| Traditional to Roth Conversion |
Change your traditional IRA to a Roth IRA. |
| Distribution/Withholding |
Take a distribution from your account or specify a tax withholding from your account. |
| Account Fees |
Download this form if you wish to: |
| Traditional and Roth Account Fee Disclosure |
Find out the fees on the Traditional and Roth accounts. |
| Precious Metals IRA Fee Disclosure |
Find out the fees on the Precious Metals IRA ONLY. |
| SEP and SIMPLE Fee Disclosure |
Find out the fees on the SEP and SIMPLE accounts. |
| Coverdell Education Savings Account Fee Disclosure |
Find out the fees for Coverdell Education Savings account. |
| Health Savings Account Fee Disclosure |
Find out the fees for a Health Savings account. |
| Account Disclosures |
Download this document if you are looking for: |
| Traditional IRA Agreement & Disclosure |
To find out the terms and conditions of your Traditional IRA account. |
| Roth IRA Agreement & Disclosure |
To find out the terms and conditions of your Roth IRA account. |
| SEP IRA Agreement & Disclosure |
To find out the terms and conditions of your SEP IRA account. |
| SIMPLE IRA Agreement & Disclosure |
To find out the terms and conditions of your SIMPLE IRA account. |
| Health Savings Account Agreement & Disclosure |
To find out the terms and conditions of your Health Savings account. |
| Coverdell Education Savings Account Agreement & Disclosure |
To find out the terms and conditions of your Coverdell Education Savings account. |
| IRA Card Forms |
Download this form if you wish to: |
| IRA Card CheckingSM Buy Direction/Disclosure Form |
Open an IRA Card CheckingSM Account. |
| IRA Card CheckingSM Transaction Form |
Report a transaction in your IRA Card CheckingSM Account. |
| IRS Tax Forms |
Download this form if you wish to: |
| 5329 Instructions & Form |
File and pay additional penalty taxes on the income you've earned on your IRA, qualified plan and other tax favored accounts.
Form 5329 - Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts (PDF)
5329 Instructions (PDF) |
| 8606 Instructions & Form |
Report nondeductible IRAs and Coverdell ESAs (PDF) Form 8606 - Nondeductible IRAs and Coverdell ESAs (PDF) 8606 Instructions (PDF) |
| 990t Instructions & Form |
File and payExempt Organization Business Income Tax Return 990-T Form & Proxy Tax Under Section 6033(e) Exempt Organization Business Income Tax Return 990-T Form (PDF) - And Proxy Tax Under Section 6033(e) 990t Instructions (PDF) |
| SS-4 Instructions & Form |
Apply for an Employer Identification Number (EIN)
SS-4 Form (PDF)
SS-4 Instructions (PDF)
Application for Employer Identification Number EIN (PDF) - For Use By Employers, Corporations, Partnerships, Trusts, Estates, Churches, Government Agencies, Indian Tribal Entities, Certain Individuals, and Others |