Forms

These self-directed IRA forms keep you in control of steering your retirement.

NOTICE! Effective April 30, 2022, 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

e-Sign  |  Download PDF

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

download the PDF option

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.

use the e-sign optiondownload the PDF option

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.

use the e-sign optiondownload the PDF option

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.

use the e-sign optiondownload the PDF option

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.

download the PDF option

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.

download the PDF option

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

download the PDF option

Account Application – Nonqualified (formerly known as GAMMA) 

download the PDF option

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

download the PDF option

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

download the PDF option

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.

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

download the PDF option

Transfer Request – Nonqualified  (formerly known as GAMMA)

download the PDF option

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

download the PDF option

Transactions

e-Sign  |  Download PDF

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

use the e-sign optiondownload the PDF option

Charitable Distribution Request – Required Minimum Distribution payable to a charitable organization.

download the PDF option

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

use the e-sign optiondownload the PDF option

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

download the PDF option

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

download the PDF option

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.

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

download the PDF option

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

download the PDF option

Investment Direction – Nonqualified – (formerly known as GAMMA)

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

download the PDF option

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

use the e-sign optiondownload the PDF option

Account Maintenance

e-Sign  |  Download PDF

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

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

use the e-sign optiondownload the PDF option

Internal IRA Transfer Request – Transfer from one account held at GoldStar into another like account held at GoldStar. (Recipients must match)

download the PDF option

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

download the PDF option

Wiring Instruction – Distribution via wire into your bank account.

use the e-sign optiondownload the PDF option

You are now leaving GoldStar Trust

GoldStar Trust provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by GoldStar Trust, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL