This page contains Self-Directed IRA Forms for American IRA account holders.
If you have any questions about these forms and/or Self-Directed IRAs, please do not hesitate to call!
Phone Number: (828) 257-4949
Fax Number: (828) 257-4948
Toll Free Number: (866) 7500-IRA(472)
To get started, click on the section you are interested in to reveal a list of forms you can select from. All forms are available online and most can be digitally signed for your convenience.
Open an Account
Application Kits
| American IRA Application for Traditional IRA and Roth IRA | E-file this Form |
| American IRA Solo 401K Application Kit | E-file this Form |
| American IRA SIMPLE IRA Application Kit | E-file this Form |
| American IRA HSA Application Kit | E-file this Form |
| American IRA Coverdell Application Kit | E-file this Form |
| American IRA SEP Application Kit | E-file this Form |
| Direct Withdrawal | Print This Form or E-file this Form |
5305’s
| Traditional IRA 5305 | Print This Form |
| Roth IRA 5305 | Print This Form |
| Coverdell 5305 | Print This Form |
| HSA 5305 | Print This Form |
| SIMPLE 5305 | Print This Form |
| SEP 5305 | Print This Form |
| Privacy Notice | Print This Form |
Fund Your Account
| Transfer Form | Print This Form |
| Rollover Form | E-file this Form |
| Deposit Slip | E-file this Form |
| Direct Withdrawal | E-file this Form or Print This Form |
| Incoming Wiring/Check/ACH Instructions | Print This Form |
| Termination of Direct Withdrawal | E-file this Form or Print This Form |
Purchase Your Investment
Real Estate
| Real Estate Investment – Earnest Money Package Real Estate Investment – Due Diligence Package | Sign Document |
| Real Estate Investment – Closing Package | Sign Document |
| Real Estate Investment – Foreclosure/Tax Lien | Sign Document |
Private Entity
| Private Entity Investment – LLC/LP Private Entity Investment – Checkbook Controlled LLC | Sign Document |
| Private Entity Investment – Stock | Sign Document |
| Private Entity Investment – Capital Call/Additional Funding LLC Land Trust Joint Venture Investment | Sign Document |
Notes
| Promissory Note Investment – Unsecured | Sign Document |
| Promissory Note Investment – Existing Note | Sign Document |
| Promissory Note Investment – Secured | Sign Document |
| Promissory Note Investment – Convertible Note Investment | Sign Document |
Precious Metals
| Precious Metals Investment – Purchase | Sign Document |
Other Asset Types
| General Instructions | Sign Document |
| Interactive Brokers (IBKR) Withdraw Request Form | Sign Document |
| Interactive Brokers (IBKR) Funding Request | Sign Document |
| Interactive Brokers (IBKR) New Account Request | Sign Document |
Sell Your Investment
Real Estate
| Real Estate Investment – Sale Authorization | Sign Document |
Precious Metals
| Precious Metals Investment – Sale Authorization | Sign Document |
Other Asset Types
| General Investment – Sale Authorization | Sign Document |
| Promissory Note Payoff – Sale Authorization | Sign Document |
Manage Your Account
(Payments, Distributions, Updating Account Info)
(Payments, Distributions, Updating Account Info)
Contributions, Deposits, Transfers
| Incoming Wiring/Check/ACH Instructions | Print This Form |
| Deposit Slip | E-file this Form |
| Direct Withdrawal | Print This Form or E-file this Form |
| Termination of Direct Withdrawal | Print This Form or E-file this Form |
| Transfer Form | Print This Form |
| Rollover Form | E-file this Form |
Distributions & Expense Payments
| Payment Authorization Letter | E-file this Form |
| Distribution | E-file this Form |
| 401K Distribution | E-file this Form |
| Wiring Instructions – Outgoing | E-file this Form |
| Termination of Recurring Distribution or Payment Authorization | Print This Form or E-file this Form |
Change Your Account Profile
| Fee Schedule | Sign Document or Print This Form |
| 401K Fee Schedule | Sign Document or Print This Form |
| Change of Information | You are being redirected to the client portal. |
| Beneficiary Designation Form | Sign Document |
| Interested Party Designation | Sign Document |
| Limited Power of Attorney | Print This Form |
Miscellaneous
| Roth Conversion | Sign Document |
| General Request Form | Sign Document |
| Direction of Signature | Sign Document |
| Note Modification Authorization | Sign Document |
| 2024 Fair Market Valuation | Print This Form |
| 2025 Fair Market Valuation | Print This Form |
| Valuation for Worthless Asset | Print This Form |
Promissory Note Payoff
| Promissory Note Payoff – Sale Authorization | Sign Document |