Forms

 

Manage Your SELF-DIRECTED IRA

Whether you are opening an account or transferring assets, you are in control of steering your retirement with a self-directed IRA. The following forms will help you manage it. If you are uncertain which form you need, rest assured that GoldStar, just like the trusted North star, will always be here to guide you. Contact us at 800-486-6888.

OPTION 1 – Sign ONLINE

Expedite process
Pay fees online with a credit/debit card
Sign forms electronically
No printing or mailing forms
Email address required

OPTION 2 – DOWNLOAD, PRINT & SIGN

Adobe Reader Required
Fax forms to (806) 655-2530 or email forms to NewBusiness@3dqvj.hosts.cx
Call 1-800-486-6888 to pay fees with a credit/debit card
Mail check to: P.O. Box 719, Canyon, TX 79015

Option 1 – E-SIGN YOUR FORMS
  • Expedite process
  • Pay fees online with a credit/debit card
  • Sign forms electronically
  • No printing or mailing forms
  • Email address required

 

Option 2 – DOWNLOAD, PRINT & SIGN
  • Adobe Reader Required
  • Fax forms to (806) 655-2530 or
  • Email forms to NewBusiness@goldstartrust.com
  • Call 1-800-486-6888 to pay fees with a credit/debit card
  • Mail check to: P.O. Box 719, Canyon, TX 79015

Account Maintenance

Account Representative Form – Grants access to your account information.

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Addendum – Additional Signers – Addendum for additional signers.

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

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Beneficiary Designation – Add or change beneficiaries.

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

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

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Roth IRA Direct Conversion Request 

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Excess Contribution Removal Form

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GAMMA Trading Authorization – Authorize an Account Representative.

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

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Periodic Distribution – Request periodic distributions from your IRA.

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Precious Metals Investment Direction – Invest in precious metals

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

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Recharacterization Election – Instructions to recharacterize IRA account.

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

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Roth IRA Withdrawal Form – Withdraw funds from your Roth IRA

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

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

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Traditional IRA Withdrawal Form – Withdraw funds from your Traditional IRA

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

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Account Opening

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

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

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

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

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

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

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

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

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

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

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

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Inherited IRA Simplifier Application- Traditional 

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Inherited IRA Simplifier Application – Roth

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

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

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

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

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

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

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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.

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Real Estate Coupon – Must accompany all rent checks.

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

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

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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.

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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.

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

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

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

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

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

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

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

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

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

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

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

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

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Funding

Deposit Coupon – Mail this coupon with a contribution check.

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

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

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Liquidations and Withdrawals

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

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Charitable Distribution Request – Distribute funds to a charitable organization.

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

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ESA Withdrawal– Coverdell Education Savings Account Transfer Request.

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

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

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

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Investment Direction & Certification – For Privately Offered Investments.

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

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Periodic Distribution – Request periodic distributions from your IRA.

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Precious Metals Investment Direction – Invest in precious metals

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

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

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Roth IRA Withdrawal Form – Withdraw funds from your Roth IRA

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

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Traditional IRA Withdrawal Form – Withdraw funds from your Traditional IRA

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Wiring Instructions – Submit wiring instructions for a distribution

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Purchase or Transfer an Asset

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

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ESA Transfer – Coverdell Education Savings Account Transfer Request.

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

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

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

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Investment Direction & Certification – For Privately Offered Investments.

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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.

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

use the e-sign option download the PDF option

Precious Metals Investment Direction – Invest in precious metals

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Real Estate Coupon – Must accompany all rent checks.

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

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

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