Forms

Fee Schedule – Detailed list of fees for IRA and ESA Accounts.

Account Application – Paperwork necessary to establish a Traditional, Roth, SEP, or Inherited IRA Custodial Account. SEP Adoption Agreement is needed when opening a SEP IRA.

Account Application Kit – Alternative Investments – Paperwork necessary to establish a Traditional, Roth, SEP, or Inherited IRA Custodial Account to invest in Alternative Investments. SEP Adoption Agreement is needed when opening a SEP IRA.

Account Application Kit – Precious Metals – Paperwork necessary to establish a Traditional, Roth, SEP, or Inherited IRA Custodial Account to invest in Precious Metals. SEP Adoption Agreement is needed when opening a SEP IRA. Kit includes the application, transfer/rollover requests, precious metals investment direction, and interested party form.

Account Application Kit – Real Estate – Paperwork necessary to establish a Traditional, Roth, SEP, or Inherited IRA Custodial Account to invest in physical Real Estate. SEP Adoption Agreement is needed when opening a SEP IRA.

Account Application – SIMPLE IRA – Application to establish a SIMPLE IRA account. SIMPLE Adoption Agreement (included within) allows GoldStar to post SIMPLE Contributions to your SIMPLE IRA.

Account Application – Coverdell ESA – Application to establish a Coverdell ESA Account.

Account Application – Nonqualified (formerly known as GAMMA) 

Addendum – Additional Signers – Addendum for additional signers in the case of a non person signer.

Certification of Beneficial Owner(s) – This form must be completed by the person opening a new account on behalf of a legal entity.

New Asset Consideration Form – Use this form to submit information regarding an asset that you would like GoldStar to consider holding within an IRA if not already accepted.

Rollover Certification – Form to accompany funds from an Indirect Rollover. Funds must be rolled over within 60 days of receipt.

SEP Adoption Agreement – Allows GoldStar to post SEP Contributions to your Traditional and SEP IRA Accounts.

Transfer Request – IRA – Transfer of funds from another IRA Custodian into your GoldStar IRA. Funds must be qualified.

Transfer Request – Coverdell ESA – Transfer of funds from another Coverdell ESA into your GoldStar Coverdell ESA.

Transfer Request – Nonqualified  (formerly known as GAMMA)

Delivery Instructions – Incoming Wire and ACH / Direct Deposit information.

Transactions

Bank Draft Request – Schedule a one-time or recurring deposit contribution into your account here at GoldStar.

Charitable Distribution Request – Distributions payable to a charitable organization (must be 70 ½ or older)

Distribution Request – One-Time IRA – One-time distribution from your Traditional, Roth, SEP, Simple, or Inherited IRA Accounts.

Distribution Request – One-Time Coverdell ESA – One-time distribution from your Coverdell ESA Account.

Distribution Request – One-Time Nonqualified (formerly known as GAMMA)

Distribution Request – Recurring IRA & Nonqualified (formerly known as GAMMA)

Distribution Request – Excess Contribution Removal – Distribute out an over-payment of a contribution.

Investment Direction – Alternative Investments  – Authorize GoldStar to send money to invest in LLCs, LPs, Closely-held Stocks, Secured Promissory Notes, Structured Settlement, Non-Traded REITs, etc.

Investment Direction – Precious Metals – Authorize GoldStar to buy, liquidate (sell), or exchange of precious metals.

Investment Direction – Publicly Traded – Authorize GoldStar to buy or liquidate (sell) mutual funds or stocks.

Investment Direction – Loan or Extension Fund – Authorize GoldStar to send money for an investment in a Loan or Extension Fund.

Investment Direction – Nonqualified – (formerly known as GAMMA)

Investment Direction – Perth Mint Certificates – Authorize GoldStar to buy or liquidate (sell) Perth Mint Certificates.

Investment Direction – Real Estate Purchase – Authorize GoldStar to buy physical real estate for your IRA account.

Investment Direction – Real Estate Sale – Authorize GoldStar to sell physical real estate for your IRA account.

Recharacterization Election Form – Correcting your designation of an IRA contribution.

Real Estate Coupon – Rent Check Coupons – must accompany all rent checks.

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

Roth IRA Conversion Request Form – Converting funds from a Traditional IRA to a Roth IRA. Must have a Roth IRA with GoldStar.

Secondary Bond Sale – Used when a church bond is sold into or out of a GoldStar IRA.

Trading Authorization – Authorize your precious metals dealer to enact trades on your account.

Account Representative Form – Allows your Registered Investment Advisor access to your account. 

Account Update Request Form – Update the contact information on your account. (Update your mailing address, e-mail, and/or phone number)

Direct Deposit / ACH Authorization Request – Distribution via Direct Deposit into your bank account.

Interested Party Authorization Form – Authorize an individual (spouse, metals dealer, asset sponsor, CPAs, etc.) to view and discuss your account information.

IRA Beneficiary Designation Form – Add or update beneficiaries on your IRA account(s).

Wiring Instruction – Distribution via wire into your bank account.