Tuesday, November 21, 2017
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Precious Metals IRA Forms

Precious Metals ira forms

NOTICE:

Effective July 21, 2017, the Adobe Sign signature process will change. A signature confirmation will be required in order to complete the submission process. The confirmation will be sent to you via email. If you have any questions, please call our Investor Services department toll free at 800.486.6888.

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
New Account Kit - Traditional Account Application, Transfer / Direct Rollover Request and Precious Metals Investment Direction pdf Icon Eco Icon
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
WITHDRAW FUNDS OR ASSETS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Request Shipment to Alternate Address (for a distribution in-kind) A Medallion stamp guarantee is required to have a distribution in-kind of precious metals shipped to a different address. 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
OTHER / MISCELLANEOUS
Investment Disclosures (for Precious Metals IRAs) Disclosures regarding delivery, storage and valuation of precious metals pdf Icon n/a
Advanced Payment/Delivery Letter Authorize GoldStar to make payment to your dealer before precious metals are delivered to the depository. pdf Icon Eco Icon
Precious Metals Trading Authorization Authorize a precious metals dealer as your Account Representative. pdf Icon Eco Icon
Change of Address or Email Update your address or email address. pdf Icon Eco Icon

roth IRAs

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
New Account Kit - Roth Roth Account Application, Roth Transfer Request and Precious Metals Investment Direction pdf Icon Eco Icon
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
WITHDRAW FUNDS OR ASSETS
Roth Withdrawal Authorization Request a distribution from your Roth IRA. pdf Icon Eco Icon
Request Shipment to Alternate Address (for a distribution in-kind) A Medallion stamp guarantee is required to have a distribution in-kind of precious metals shipped to a different address 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
OTHER / MISCELLANEOUS
Investment Disclosures (for Precious Metals IRAs) Disclosures regarding delivery, storage and valuation of precious metals pdf Icon n/a
Advanced Payment/Delivery Letter Authorizes GoldStar to make payment to your dealer before precious metals are delivered to the depository pdf Icon Eco Icon
Precious Metals Trading Authorization Authorize a precious metals dealer as you Account Representative pdf Icon Eco Icon
Change of Address or Email Update your address or email address pdf Icon Eco Icon

sep IRA (simplified employee pension)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
New Account Kit - SEP Account Application, Adoption Agreement, Transfer / Direct Rollover Request and Precious Metals Investment Direction n/a n/a
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
WITHDRAW FUNDS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Request Shipment to Alternate Address (for a distribution in-kind) A Medallion stamp guarantee is required to have a distribution in-kind of precious metals shipped to a different address 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
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
Investment Disclosures (for Precious Metals IRAs) Disclosures regarding delivery, storage and valuation of precious metals pdf Icon n/a
Advanced Payment/Delivery Letter Authorizes GoldStar to make payment to your dealer before precious metals are delivered to the depository pdf Icon Eco Icon
Precious Metals Trading Authorization Authorize a precious metals dealer as you Account Representative pdf Icon Eco Icon
Change of Address or Email Update your address or email address pdf Icon Eco Icon

simple IRA (savings incentive match plan for employees)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
New Account Kit - SIMPLE Account Application, Adoption Agreement, Transfer / Direct Rollover Request and Precious Metals Investment Direction n/a n/a
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
WITHDRAW FUNDS OR ASSETS
Withdrawal Authorization Request a distribution from your IRA. pdf Icon Eco Icon
Request Shipment to Alternate Address (for a distribution in-kind) A Medallion stamp guarantee is required to have a distribution in-kind of precious metals shipped to a different address 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
OTHER / MISCELLANEOUS IRA
SIMPLE Participation Notice and Summary SIMPLE Establishment, 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
Investment Disclosures (for Precious Metals IRAs) Disclosures regarding delivery, storage and valuation of precious metals pdf Icon n/a
Advanced Payment/Delivery Letter Authorizes GoldStar to make payment to your dealer before precious metals are delivered to the depository pdf Icon Eco Icon
Precious Metals Trading Authorization Authorize a precious metals dealer as you Account Representative pdf Icon Eco Icon
Change of Address or Email Update your address or email address pdf Icon Eco Icon

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.