Transaction Forms

Open an Account	Download this form if you wish to:
American IRA EZ IRA Kit	Open an additional American IRA account. The EZ IRA Kit contains all the essential forms for opening any type of plan. [click here for more info]
American IRA 401k Application	Open an American IRA 401k. The 401k application is a one page application. [click here for more kit]
American IRA Coverdell Application	Open an American IRA Coverdell. This is the Coverdell application.
Health Savings Account Kit	All the forms required to open an American IRA Health Savings Account.

Transfers	Complete this form if you wish to:
Transfer Form	Request a transfer from an existing account or contribute a transfer contribution to an American IRA account.

Account Fees	Download this form if you wish to:
General Fee Disclosure	Find out the fees for all types of accounts.

Make Changes to your Account	Use this form if you wish to:
Beneficiary Designation	Add or change the beneficiaries on your account.
Certificate of Satisfaction	Certify note(s) secured release of mortgage/deed of trust
Change of Address	Update the address on your account.
Distribution/Withholding	Take a distribution from your account or specify a tax withholding from your account.
Fair Market Valuation Form	The valuation of your self-directed account must be provided to American IRA, LLC annually and/or at the time of a distribution of an asset in-kind. Please complete this form and return it to the American IRA, LLC office no later than: March 15, 2012.
Interested Party	Give a spouse, attorney or another person access to information regarding your account.
Participant Request for Distribution	Request a distribution from your qualified retirement plan account.
Traditional to Roth Conversion	Change your Traditional IRA to a Roth IRA.

Buy an Asset	Download this form if you wish to:
Buy Direction Letter	Purchase any type of asset with your American IRA Account.

Sell an Asset	Complete this form if you wish to:
Sell Direction	Sell the asset that is owned by your American IRA account.

Wires	Complete this form if you wish to:
INCOMING Wire instruction form	Wire money TO your account FROM another account.
OUTGOING Wire instruction form	Wire money FROM your account TO another account.

Private Placement Forms	Complete these forms if you wish to:
Private Placement Disclaimer & Indemnity Agreement Private Placement Instruction Letter	Invest in a Private Placement

Expense Payments	Complete this form if you wish to:
Payment Authorization Letter	Pay expenses incurred by the asset owned by your American IRA Account.

Deposits	Complete this form if you wish to:
Deposit Coupon	Deposit money into your account.

Rollovers	Complete this form if you wish to:
Roll Over /Direct Rollover Form	Roll funds from one individual retirement account to another.

Account Disclosures	Download this document if you are looking for:
Health Savings Account Agreement & Disclosure	To find out the terms and conditions of your Health Savings account.
Roth IRA Agreement & Disclosure	To find out the terms and conditions of your Roth IRA account.
SEP IRA Prototype Agreement & Disclosure	To find out the terms and conditions of your SEP IRA account.
Traditional IRA Agreement & Disclosure	To find out the terms and conditions of your Traditional IRA account.
Please call for SIMPLE IRA Agreement & Disclosure	To find out the terms and conditions of your SIMPLE IRA account.
Please call for Coverdell Education Savings Account Agreement & Disclosure	To find out the terms and conditions of your Coverdell Education Savings account.

The following links are to forms and information on the IRS website and will open in a new window.
For more information from the IRS please see the website www.irs.gov. Always be cautious when clicking links for IRS information on the web that you are actually going to the IRS website.

IRS Tax Forms & Instructions	Download this form if you wish to:
5329 Form 5329 Instructions	File and pay additional penalty taxes on the income you’ve earned on your IRA, qualified plan and other tax favored accounts.
8606 Form 8606 8606 Instructions www.irs.gov Instructions and Information online for form 8606	Report nondeductible IRAs and Coverdell ESAs
990-T Form 990-T Instructions	File and payExempt Organization Business Income Tax Return 990-T Form & Proxy Tax Under Section 6033(e) Exempt Organization Business Income Tax Return – And Proxy Tax Under Section 6033(e)
SS-4 Form SS-4 Instructions	Apply for an Employer Identification Number (EIN)- For Use By Employers, Corporations, Partnerships, Trusts, Estates, Churches, Government Agencies, Indian Tribal Entities, Certain Individuals, and Others