1-800-473-1977

Forms

Account Funding Forms

Make contributions after you have opened your account
Identify income received from an investment
Request a transfer from another IRA
Authorize a direct rollover from an employer's qualified plan

Investment FormS

Direct us to purchase or sell an asset in your IRA
Direct us to purchase precious metals in your IRA
Authorize payment of an expense for an asset held by your IRA
Update the Fair Market Value of an asset held by your IRA

Distribution FormS

Request a one time distribution from your IRA
Request recurring distributions from your IRA
Correct an Excess IRA Contribution
Correct an Excess SEP Contribution
Request a Transfer from your IRA pursuant to a Divorce Decree
Request a Distribution from your IRA directly to an employer plan

Conversions / Recharcterization

Convert all or part of a Traditional IRA to a Roth IRA
Recharacterize an IRA contribution or Roth Conversion

Account FormS

Open an account
Open an account (Fee disclosure and agreement)
Open an account (Traditional or SEP IRA) (Form 5305-A)
Open an account (Traditional or SEP IRA)
Open an account (Roth IRA) (Form 5305-RA)
Open an account (Roth IRA)
Open an account (SIMPLE IRA) (Form 5305-SA)
Open an account (SIMPLE IRA)
Explain our Privacy Policy and provide helpful information
Authorize a third party with regard to your account
Revoke authority for a third party with regard to your account
Add or change beneficiary(ies)
Update your address, etc.