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 - Purchase   E-Sign Document   or    Print This Form

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

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

Private Entity

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

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

Private Entity Investment - Capital Call/Additional Funding LLC   E-Sign Document  or   Print This Form

Notes

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

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

Convertible Note Investment   E-Sign Document  or   Print This Form

Precious Metals

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

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

Other Asset Types

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

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

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