Forms

Account Representative Form – Grants access to your account information.

Addendum – Additional Signers – Addendum for additional signers.

Advanced Payment/Delivery Letter – Authorize GoldStar to make payment to your dealer before precious metals are delivered to the depository. 

Beneficiary Designation – Add or change beneficiaries.

Beneficiary Designation (Inherited) – Add or change beneficiaries.

Certification of Beneficiary Owner(s) – Use this form to submit required disclosure of beneficial owners – key individuals who own or control a legal entity.

Change of Address or Email – Update your address or email address.

Roth IRA Direct Conversion Request 

Excess Contribution Removal Form

GAMMA Trading Authorization – Authorize an Account Representative.

Legal Name Change Request – Change the legal name on your account.

Periodic Distribution – Request periodic distributions from your IRA.

Precious Metals Investment Direction – Invest in precious metals

Precious Metals Trading Authorization – Authorize a precious metals dealer as your Account Representative.

Recharacterization Election – Instructions to recharacterize IRA account.

Recurring Bank Draft Request – Add funds to your account via ACH (once a month).

Roth IRA Withdrawal Form – Withdraw funds from your Roth IRA

SEP Basic Plan Document – SEP Establishment, Eligibility and Participation.

Third Party Authorization – Authorize a third party to view and discuss your account information.

Traditional IRA Withdrawal Form – Withdraw funds from your Traditional IRA

Withholding Notice and Election – Designate or change the amount to be withheld from IRA distributions.

Church Bond IRA Kit – Roth – Account Application, Roth IRA Transfer Request and Account Rep form.

Church Bond IRA Kit – Traditional – Account Application, Transfer/Direct Rollover Request and Account Rep form.

Coverdell Education Savings Account Application – GAMMA Custodial Account Agreement, Customer ID Requirements, Fee Schedule and Disclosure Statement.

Crowdfunding New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Crowdfunding Investment Direction.

Crowdfunding New Account Kit – Traditional – Traditional Account Application, Traditional Transfer Request and Crowdfunding Investment Direction.

Direct Deposit/ACH Authorization – Link an external bank account to receive withdrawals via ACH.

Fee Schedule – Details on Annual Maintenance, Asset Holding and Depository Storage Fees.

GAMMA Account Agreement – GAMMA Custodial Account Agreement, Fee Schedule and Disclosure Statement

GAMMA New Account Transfer Kit – GAMMA Custodial Account Agreement, GAMMA Trading Authorization, GAMMA Transfer and Fee Schedule.

Hedge Fund New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Account Representative Form.

Hedge Fund New Account Kit – Traditional – Account Application, Transfer/Direct Rollover Request and Account Representative Form.

Inherited IRA Simplifier Application- Traditional 

Inherited IRA Simplifier Application – Roth

Non-US Bank New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Account Representative Form.

Non-US Bank New Account Kit – Traditional– Account Application, Transfer/Direct Rollover Request and Investment Direction Form.

Perth Mint New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Perth Mint Certificate Investment Direction.

Perth Mint New Account Kit – Traditional – Account Application, Transfer/Direct Rollover Request and Perth Mint Certificate Investment Direction.

Precious Metals New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Precious Metals Investment Direction.

Precious Metals New Account Kit – Traditional – Account Application, Transfer/Direct Rollover Request and Precious Metals Investment Direction.

Privately Offered New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Privately Offered Investment Direction.

Privately Offered New Account Kit – Traditional – Traditional Account Application, Traditional Transfer Request and Privately Offered Investment Direction.

Real Estate Coupon – Must accompany all rent checks.

Real Estate IRA Checklist – Checklist of documents required before and after the purchase of your real estate investment.

Real Estate IRA Payment Authorization & Instruction Letter – Authorize Goldstar Trust Company to pay expenses related to your real estate investment held within your IRA.

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.

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.

REITs New Account Kit – Roth – Roth IRA Checklist, Roth Account Application, Transfer Request, Rollover Certification, Account Representative Form, Fee Payment Form, & Fee Schedule.

REITs New Account Kit – Traditional – IRA Checklist, Account Application, Transfer Request, Rollover Certification, Account Representative Form, Fee Payment Form, & Fee Schedule.

Rollover Certification – To roll over retirement funds that have been distributed to you (within 60 days), submit this form with the check.

Roth Account Application – Roth IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement.

Secondary Market Annuities New Account Kit – Roth – Roth Account Application, Roth Transfer Request and Account Representative Form.

Secondary Market Annuities New Account Kit – Traditional – Account Application, Transfer/Direct Rollover Request and Investment Direction Form.

SEP Account Application – Traditional/SEP IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement.

SEP Basic Plan Document – SEP Establishment, Eligibility and Participation.

SIMPLE Account Application – SIMPLE IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement.

Traditional IRA Account Application – Traditional IRA Custodial Account Agreement, Fee Schedule and Disclosure Statement.

Transfer/Direct Rollover Request – Traditional – Transfer funds from another IRA or roll over funds from a qualified plan.

Transfer/Direct Rollover Request – Roth – Transfer funds from another IRA or roll over funds from a qualified plan.

Deposit Coupon – Mail this coupon with a contribution check.

One-Time Bank Draft Request – Add funds to your account via ACH (one time).

Transfer/Direct Rollover Request – Transfer funds from another IRA or roll over funds from a qualified plan.

Advanced Payment/Delivery Letter – Authorize GoldStar to make payment to your dealer before precious metals are delivered to the depository. 

Charitable Distribution Request – Distribute funds to a charitable organization.

Direct Deposit/ACH Authorization – Link an external bank account to receive withdrawals via ACH.

ESA Withdrawal– Coverdell Education Savings Account Transfer Request.

GAMMA Withdrawal Request – Request a cash withdrawal from your GAMMA.

Investment Direction – Denominational Investments – Invest in a loan/extension fund.

Investment Direction – For Mutual Funds, Stocks, & CDs.

Investment Direction & Certification – For Privately Offered Investments.

Investment Direction – Perth Mint Certificates – Buy or sell precious metals via Perth Mint Certificates through your dealer.

Periodic Distribution – Request periodic distributions from your IRA.

Precious Metals Investment Direction – Invest in precious metals

Precious Metals Trading Authorization – Authorize a precious metals dealer as your Account Representative.

Real Estate Sale Investment Direction – For direct real estate sales only.

Roth IRA Withdrawal Form – Withdraw funds from your Roth IRA

Secondary Bond Sale – Sell a bond in or out of a GoldStar IRA.

Traditional IRA Withdrawal Form – Withdraw funds from your Traditional IRA

Wiring Instructions – Submit wiring instructions for a distribution

Advanced Payment/Delivery Letter – Authorize GoldStar to make payment to your dealer before precious metals are delivered to the depository. 

ESA Transfer – Coverdell Education Savings Account Transfer Request.

Investment Direction – Denominational Investments – Invest in a loan/extension fund.

Investment Direction – Perth Mint Certificates – Buy or sell precious metals via Perth Mint Certificates through your dealer.

Investment Direction – For Mutual Funds, Stocks, & CDs.

Investment Direction & Certification – For Privately Offered Investments.

New Asset Consideration Form – Use this form to submit information regarding an asset that you would like GoldStar to consider to custody within an IRA.

Precious Metals Trading Authorization – Authorize a precious metals dealer as your Account Representative.

Precious Metals Investment Direction – Invest in precious metals

Real Estate Coupon – Must accompany all rent checks.

Real Estate IRA Payment Authorization & Instruction Letter – Authorize Goldstar Trust Company to pay expenses related to your real estate investment held within your IRA.

Real Estate Purchase Investment Direction – For direct real estate purchases only.