Thursday, September 21, 2017
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IRA Forms

ira forms

NOTICE:

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To download and print a form, click the PDF icon ( pdf logo ). To sign and submit a form electronically, click the Adobe Sign icon ( adobe logo ).

traditional IRAs

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
Account Application Traditional IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon Eco Icon
TRANSFER OR ROLL OVER FUNDS
Transfer / Direct Rollover Request Transfer funds from another IRA or roll over funds from a qualified plan. pdf Icon Eco Icon
Rollover Certification To roll over retirement funds that have been distributed to you (within 60 days), submit this form with the check. pdf Icon Eco Icon
PURCHASE OR LIQUIDATE ASSETS
Investment Direction - Precious Metals Buy or sell precious metals from your dealer. pdf Icon Eco Icon
Investment Direction - Privately Offered Invest in a privately offered investment. pdf Icon n/a
Investment Direction - Denominational Investments Invest in a loan/extension fund. pdf Icon n/a
Investment Direction - Mutual Funds/Stock/CD’s Buy or sell a publicly traded investment. pdf Icon Eco Icon
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA) Buy or sell a church bond on the secondary market. pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
Carryback Contribution Authorization A carryback contribution is a regular IRA contribution made in one year but credited for tax purposes to the prior year. pdf Icon n/a
WITHDRAW FUNDS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Direct Deposit / ACH Authorization Link an external bank account to receive withdrawals via ACH. pdf Icon Eco Icon
Periodic Distribution Request periodic distributions from your IRA. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon Eco Icon
Beneficiary Designation Add or change beneficiaries. pdf Icon n/a
Legal Name Change Request Change the legal name on your account. pdf Icon Eco Icon
Third Party Authorization Authorize a third party to view and discuss your account information. pdf Icon n/a
OTHER / MISCELLANEOUS IRA
Charitable Distribution Request Distribute funds to a charitable organization. pdf Icon Eco Icon
Excess Contribution Removal Form Remove funds that exceed annual contribution limits. pdf Icon n/a
Fair Market Valuation Disclosure Statement Tell us how a third party valuation will be obtained for a privately held investment. pdf Icon n/a
Recharacterization Request Recharacterize a contribution amount pdf Icon n/a
Investment Authorization (church bonds) Direct investment in a church bond issue. pdf Icon n/a
Trading Authorization Authorize an Account Representative. pdf Icon Eco Icon
Withholding Notice and Election Designate or change the amount to be withheld from IRA distributions. pdf Icon n/a

roth IRAs

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
Roth Account Application Roth IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon Eco Icon
TRANSFER OR ROLL OVER FUNDS
Roth IRA Transfer Request Transfer funds from another Roth IRA. pdf Icon Eco Icon
Roth Rollover Certification To roll over Roth IRA funds that have been distributed to you (within 60 days), submit this form with the check. pdf Icon Eco Icon
PURCHASE OR LIQUIDATE ASSETS
Investment Direction - Precious Metals Buy or sell precious metals from your dealer. pdf Icon Eco Icon
Investment Direction - Privately Offered Invest in a privately offered investment. pdf Icon n/a
Investment Direction - Denominational Investments Invest in a loan/extension fund. pdf Icon n/a
Investment Direction - Mutual Funds/Stock/CD’s Buy or sell a publicly traded investment. pdf Icon Eco Icon
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA) Buy or sell a church bond on the secondary market pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
Carryback Contribution Authorization A carryback contribution is a regular IRA contribution made in one year but credited for tax purposes to the prior year. pdf Icon n/a
WITHDRAW FUNDS
Roth Withdrawal Authorization Request a distribution from your Roth IRA. pdf Icon Eco Icon
Direct Deposit / ACH Authorization Link an external bank account to receive withdrawals via ACH. pdf Icon Eco Icon
Periodic Distribution Request periodic distributions from your IRA. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon Eco Icon
Beneficiary Designation Add or change beneficiaries. pdf Icon n/a
Legal Name Change Request Change the legal name on your account. pdf Icon Eco Icon
Third Party Authorization Authorize a third party to view and discuss your account information. pdf Icon n/a
OTHER / MISCELLANEOUS IRA
Charitable Distribution Request Distribute funds to a charitable organization. pdf Icon Eco Icon
Excess Contribution Removal Form Remove funds that exceed annual contribution limits. pdf Icon n/a
Fair Market Valuation Disclosure Statement Tell us how a third party valuation will be obtained for a privately held investment. pdf Icon n/a
Direct Conversion Request Direct Conversion Request pdf Icon n/a
Recharacterization Request Recharacterize a contribution amount pdf Icon n/a
Investment Authorization (church bonds) Direct investment in a church bond issue. pdf Icon n/a
Trading Authorization Authorize an Account Representative. pdf Icon Eco Icon
Withholding Notice and Election Designate or change the amount to be withheld from IRA distributions. pdf Icon n/a

sep IRA (simplified employee pension)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
SEP Account Application Traditional / SEP IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon Eco Icon
SEP Adoption Agreement Establishes the plan and provides contribution details. To be completed by your employer (or yourself, if self-employed) pdf Icon n/a
SEP Eligibiltiy Form Determines employer eligibility to adopt a SEP plan. pdf Icon n/a
TRANSFER OR ROLL OVER FUNDS
Transfer / Direct Rollover Request Transfer funds from another IRA or roll over funds from a qualified plan. pdf Icon Eco Icon
Rollover Certification To roll over retirement funds that have been distributed to you (within 60 days), submit this form with the check. pdf Icon Eco Icon
PURCHASE OR LIQUIDATE ASSETS
Investment Direction - Precious Metals Buy or sell precious metals from your dealer. pdf Icon Eco Icon
Investment Direction - Privately Offered Invest in a privately offered investment. pdf Icon n/a
Investment Direction - Denominational Investments Invest in a loan/extension fund. pdf Icon n/a
Investment Direction - Mutual Funds/Stock/CD’s Buy or sell a publicly traded investment. pdf Icon Eco Icon
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA) Buy or sell a church bond on the secondary market pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
Carryback Contribution Authorization A carryback contribution is a regular IRA contribution made in one year but credited for tax purposes to the prior year. pdf Icon n/a
WITHDRAW FUNDS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Direct Deposit / ACH Authorization Link an external bank account to receive withdrawals via ACH. pdf Icon Eco Icon
Periodic Distribution Request periodic distributions from your IRA. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon Eco Icon
Beneficiary Designation Add or change beneficiaries. pdf Icon n/a
Legal Name Change Request Change the legal name on your account. pdf Icon Eco Icon
Third Party Authorization Authorize a third party to view and discuss your account information. pdf Icon n/a
OTHER / MISCELLANEOUS IRA
SEP IRA Questions & Answers SEP Plan Employee Information Booklet pdf Icon n/a
SEP Basic Plan Document SEP Establishment, Eligibility and Participation pdf Icon n/a
Charitable Distribution Request Distribute funds to a charitable organization. pdf Icon Eco Icon
Excess Contribution Removal Form Remove funds that exceed annual contribution limits. pdf Icon n/a
Fair Market Valuation Disclosure Statement Tell us how a third party valuation will be obtained for a privately held investment. pdf Icon n/a
Recharacterization Request Recharacterize a contribution amount pdf Icon n/a
Investment Authorization (church bonds) Direct investment in a church bond issue. pdf Icon n/a
Trading Authorization Authorize an Account Representative. pdf Icon Eco Icon
Withholding Notice and Election Designate or change the amount to be withheld from IRA distributions. pdf Icon n/a

simple IRA (savings incentive match plan for employees)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
SIMPLE Account Application SIMPLE IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon n/a
SIMPLE Adoption Agreement Establishes the plan and provides contribution details. To be completed by your employer. pdf Icon n/a
SIMPLE Eligibiltiy Form Determines employer eligibility to adopt a SIMPLE plan. pdf Icon n/a
TRANSFER OR ROLL OVER FUNDS
Transfer / Direct Rollover Request Transfer funds from another IRA or roll over funds from a qualified plan. pdf Icon Eco Icon
Rollover Certification To roll over retirement funds that have been distributed to you (within 60 days), submit this form with the check. pdf Icon Eco Icon
PURCHASE OR LIQUIDATE ASSETS
Investment Direction - Precious Metals Buy or sell precious metals from your dealer. pdf Icon Eco Icon
Investment Direction - Privately Offered Invest in a privately offered investment. pdf Icon n/a
Investment Direction - Denominational Investments Invest in a loan/extension fund. pdf Icon n/a
Investment Direction - Mutual Funds/Stock/CD’s Buy or sell a publicly traded investment. pdf Icon Eco Icon
Secondary Bond Sale (selling a bond in or out of a GoldStar IRA) Buy or sell a church bond on the secondary market pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
Carryback Contribution Authorization A carryback contribution is a regular IRA contribution made in one year but credited for tax purposes to the prior year. pdf Icon n/a
WITHDRAW FUNDS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Direct Deposit / ACH Authorization Link an external bank account to receive withdrawals via ACH. pdf Icon Eco Icon
Periodic Distribution Request periodic distributions from your IRA. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon Eco Icon
Beneficiary Designation Add or change beneficiaries. pdf Icon n/a
Legal Name Change Request Change the legal name on your account. pdf Icon Eco Icon
Third Party Authorization Authorize a third party to view and discuss your account information. pdf Icon n/a
OTHER / MISCELLANEOUS IRA
SIMPLE Participation Notice and Summary General Information, Eligibility and Participation pdf Icon n/a
SIMPLE Basic Plan Document SIMPLE Establishment, Eligibility and Participation pdf Icon n/a
SIMPLE Salary Reduction Agreement To be signed by the employee and employer pdf Icon n/a
Charitable Distribution Request Distribute funds to a charitable organization. pdf Icon Eco Icon
Excess Contribution Removal Form Remove funds that exceed annual contribution limits. pdf Icon n/a
Fair Market Valuation Disclosure Statement Tell us how a third party valuation will be obtained for a privately held investment. pdf Icon n/a
Recharacterization Request Recharacterize a contribution amount pdf Icon n/a
Investment Authorization (church bonds) Direct investment in a church bond issue. pdf Icon n/a
Trading Authorization Authorize an Account Representative. pdf Icon Eco Icon
Withholding Notice and Election Designate or change the amount to be withheld from IRA distributions. pdf Icon n/a

ira beneficiary (for inherited iras)

FORM DESCRIPTION PDF ADOBE SIGN
TRADITIONAL, SEP AND SIMPLE IRAs
Spouse Beneficiary Election Election Form, IRA Custodial Account Agreement, Fee Schedule, Withdrawal Authorization, Inherited IRA Application pdf Icon N/A
Non-Spouse Beneficiary Election Election Form, Inherited IRA Application, Beneficiary Designation, Fee Schedule, Withdrawal Authorization pdf Icon n/a
No Beneficiary Named or Non-Person Beneficiary Election Election Form, Inherited IRA Application, Beneficiary Designation, Fee Schedule, Withdrawal Authorization pdf Icon n/a
Inherited IRA Beneficiary Designation Add or change beneficiaries on an Inherited IRA pdf Icon n/a
Inherited IRA Application Inherited IRA Application and Fee Schedule pdf Icon n/a
ROTH IRAs
Spouse Beneficiary Election Election Form, IRA Custodial Account Agreement, Fee Schedule, Withdrawal Authorization, Inherited IRA Application pdf Icon n/a
Non-Spouse Beneficiary Election Election Form, Inherited IRA Application, Beneficiary Designation, Fee Schedule, Withdrawal Authorization pdf Icon n/a
No Beneficiary Named or Non-Person Beneficiary Election Election Form, Inherited IRA Application, Beneficiary Designation, Fee Schedule, Withdrawal Authorization pdf Icon n/a
Inherited IRA Beneficiary Designation Add or change beneficiaries on an Inherited IRA pdf Icon n/a
Inherited Roth IRA Application Inherited Roth IRA Application and Fee Schedule pdf Icon n/a

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.