Self-Directed IRA Forms

This page contains Self-Directed IRA Forms for American IRA account holders.

If you have any questions please do not hesitate to call!

Phone Number: (828) 257-4949
Fax Number: (828) 257-4948
Toll Free Number: (866) 7500-IRA(472)

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

New Account 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.
American IRA Solo 401(k) Application Kit The American IRA Solo 401(k) Application Kit contains all the essential forms for opening a Solo 401(k).
American IRA SEP Application Kit All the forms required to open an American IRA SEP Account.
American IRA Coverdell Application Kit All the forms required to open an American IRA Coverdell Account.
Health Savings Account Kit All the forms required to open an American IRA Health Savings Account.

 

Transfer Forms
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.

 

Fee Disclosures
Account Fees Download this form if you wish to:
General Fee Disclosure
Find out the fees for all types of accounts.
401(k) Fee Disclosure
Find out the fees for 401(k) accounts.

 

Account Management Forms
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, 2014.
Interested Party
Give a spouse, attorney or another person access to information regarding your account.
Limited Power of Attorney This LPOA gives a designated agent the power to conduct transactions in 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 Transaction Forms
Buy an Asset Download this form if you wish to:
Buy Direction Letter
Purchase any type of asset with your American IRA Account.

 

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

 

Wire Forms
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 Investments
Private Placement Forms Complete these forms if you wish to:
Private Placement Disclaimer &
Indemnity Agreement


Private Placement Instruction Letter
Invest in a Private Placement

 

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

 

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

 

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

 

Agreements & Disclosures
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 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.

 

IRS Forms & Instructions

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 Form5329 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 Instructionswww.irs.gov Instructions and Information online for form 8606
Report nondeductible IRAs and Coverdell ESAs
990-T Form990-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 FormSS-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

 

 

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