Friday, October 20, 2017
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Real Estate IRAs

REAL ESTATE 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
Real Estate New Account Kit - Traditional Real Estate IRA Checklist, Account Application, Transfer / Direct Rollover Request, Real Estate Purchase Investment Direction, Payment Authorization & Instruction Letter, Property Manager Agreement pdf Icon n/a
Account Application Traditional IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon Eco Icon
Real Estate IRA Checklist Checklist of documents required before and after the purchase of your real estate investment. pdf Icon n/a
Real Estate IRA Payment Authorization & Instruction Letter Authorize Goldstar Trust Company to pay expenses related to your real estate investment held within your IRA. pdf Icon n/a
Property Manager Agreement To be agreed to and signed by the Property Manager designated by the IRA owner. 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
Real Estate Purchase Investment Direction For direct real estate purchases only. pdf Icon n/a
Real Estate Sale Investment Direction For direct real estate sales only. pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Real Estate Coupon Must accompany all rent checks pdf Icon n/a
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
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
Change of Address or Email Update your mailing address pdf Icon Eco Icon

roth IRAs

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
Real Estate New Account Kit - Roth Real Estate IRA Checklist, Roth Account Application, Roth IRA Transfer Request, Real Estate Purchase Investment Direction, Payment Authorization & Instruction Letter, Party-In-Interest Checklist, Property Manager Agreement pdf Icon n/a
Roth Account Application Roth IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon Eco Icon
Real Estate IRA Checklist Checklist of documents required before and after the purchase of your real estate investment. pdf Icon n/a
Real Estate IRA Payment Authorization & Instruction Letter Authorize Goldstar Trust Company to pay expenses related to your real estate investment held within your IRA. pdf Icon n/a
Property Manager Agreement To be agreed to and signed by the Property Manager designated by the IRA owner. pdf Icon n/a
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
Real Estate Purchase Investment Direction Applies to a direct real estate purchase only. If you are purchasing through an LLC, use the Privately Offered form. pdf Icon n/a
Real Estate Sale Investment Direction Applies to a direct real estate sale only. If you are selling through an LLC, use the Privately Offered form. pdf Icon n/a
CONTRIBUTE OR DEPOSIT FUNDS
Real Estate Coupon Must accompany all rent checks. pdf Icon n/a
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
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
Change of Address or Email Update your mailing address pdf Icon Eco Icon

* GoldStar Trust Company does not give investment advice nor are we affiliated with any investment sponsor or retirement plan sponsor. We do not give tax or legal advice nor benefit financially from investment choices.

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.