Forms
These self-directed IRA forms keep you in control of steering your retirement.
NOTICE: GoldStar Trust will no longer accept old versions of our forms due to updates of disclosure verbiage. Please use the E-Sign or PDFs below to ensure you are completing the appropriate forms.
Account Opening and Funding
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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.
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.
Transactions
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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 – 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 – 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.
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.
Account Maintenance
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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.