Self-Directed IRA Forms

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. For your convenience, all forms are fillable PDFs. You can fill them out via typing or by hand.

Real Estate

Real Estate Investment Form    E-Sign This Form   or   Print This Form

Sell Real Estate Investment Form    E-Sign This Form   or   Print This Form

Private Entity

Private Entity Investment Form    E-Sign This Form   or   Print This Form

Private Entity Disclosure    E-Sign This Form   or   Print This Form

Promissory Note

Promissory Note Investment Form    E-Sign This Form   or   Print This Form

Certificate of Satisfaction    Print This Form

Precious Metals

Precious Metals Investment Form    E-Sign This Form   or   Print This Form

Sell Precious Metals Investment Form    E-Sign This Form   or   Print This Form

Other Asset Types

General Investment Form    E-Sign This Form   or   Print This Form

Sell General Investment Form    E-Sign This Form   or   Print This Form