ira forms
Select your type of IRA below to view available downloadable forms. . All forms require the FREE Adobe Acrobat program to open. If you do not have Acrobat installed, you can download it here.
traditional IRAs
Open Account
Simplifier (Account Application)
Conduit IRA Notice and Election
Contribute or Deposit Funds
Contribution
Carryback Contribution
Authorization
IRA Bank Draft Form
transfer or rollover funds
Transfer / Direct Rollover Request
Rollover Certification
Purchase / Liquidate Assets
Investment Direction
- Precious Metals
Investment
Direction - Denominational Investments
Investment
Direction – LLC & Closely Held Stock
Investment Direction - Mutual Fund/Stock/Treasury Bill/CDs
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA)
Withdraw Funds
Withdrawal
Direct Deposit / ACH
Authorization
Periodic Distribution
Wiring Instructions (for YOUR bank)
Edit or Change Account Information
Change of Address
Designation of Beneficiary
Other / Miscellaneous IRA
Fair Market Valuation
Requirement Form
IRA Eligibility and Information
Recharacterization Request
Investment Authorization
Trading Authorization
Withholding Notice and Election
roth IRAs
Open Account
Roth Simplifier (Account Application)
Contribute or Deposit Funds
Contribution
Carryback Contribution
Authorization
IRA Bank Draft Form
transfer or rollover funds
Roth IRA Transfer Request
Roth Rollover Certification
Purchase / Liquidate Assets
Investment Direction
- Precious Metals
Investment
Direction - Denominational Investments
Investment
Direction – LLC & Closely Held Stock
Investment Direction - Mutual Fund/Stock/Treasury Bill/CDs
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA)
Withdraw Funds
Roth Withdrawal
Direct Deposit / ACH
Authorization
Periodic Distribution
Wiring Instructions (for YOUR bank)
Edit or Change Account Information
Change of Address
Designation of Beneficiary
Other / Miscellaneous IRA
Fair Market Valuation
Requirement Form
Direct Conversion Request
Eligibility and Information
Recharacterization Request
Investment Authorization
Trading Authorization
Withholding Notice and Election
sep IRA (simplified employee pension)
Open Account
Simplifier (Account Application)
Adoption Agreement
Eligibility Form
Summary for Employees
SEP IRA Questions & Answers
Contribute or Deposit Funds
Employer Annual Contribution
Contribution
Carryback Contribution
Authorization
IRA Bank Draft Form
transfer or rollover funds
Transfer / Direct Rollover Request
Rollover Certification
Purchase / Liquidate Assets
Investment Direction
- Precious Metals
Investment
Direction - Denominational Investments
Investment
Direction – LLC & Closely Held Stock
Investment Direction - Mutual Fund/Stock/Treasury Bill/CDs
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA)
Withdraw Funds
Withdrawal
Direct Deposit / ACH
Authorization
Periodic Distribution
Wiring Instructions (for YOUR bank)
Edit or Change Account Information
Change of Address
Designation of Beneficiary
Other / Miscellaneous IRA
Fair Market Valuation
Requirement Form
IRA Eligibility and Information
Recharacterization Request
Investment Authorization
Trading Authorization
Withholding Notice and Election
simple IRA (savings incentive match plan for employees)
Open Account
SIMPLE Simplifier (Account Application)
Adoption Agreement
Eligibility Form
Employer Participation Notice & Summary Description
Salary Reduction Agreement
SIMPLE Basic Plan Document
Contribute or Deposit Funds
Contribution
Carryback Contribution
Authorization
IRA Bank Draft Form
transfer or rollover Funds
Transfer / Direct Rollover Request
Rollover Certification
Purchase / Liquidate Assets
Investment Direction
- Precious Metals
Investment
Direction - Denominational Investments
Investment
Direction – LLC & Closely Held Stock
Investment Direction - Mutual Fund/Stock/Treasury Bill/CDs
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA)
Withdraw Funds
Withdrawal
Direct Deposit / ACH
Authorization
Periodic Distribution
Wiring Instructions (for your bank)
Edit or Change Account Information
Change of Address
Designation of Beneficiary
Other / Miscellaneous IRA
Fair Market Valuation
Requirement Form
IRA Eligibility and Information
Recharacterization Request
Investment Authorization
Trading Authorization
Withholding Notice and Election
FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.