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

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

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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.

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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.

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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.

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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.

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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.

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

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Account Application – GAMMA – Application to establish a GAMMA Account.

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

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

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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.

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

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

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

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

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Transfer Request – GAMMA – Transfer of funds from another GAMMA or Brokerage account into your GoldStar GAMMA.

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Transactions

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

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

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

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

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

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Distribution Request – Recurring IRA & GAMMA – Schedule a Periodic Distribution of funds out of your IRA or GAMMA Account.

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

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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.

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

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

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

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

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

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

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

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

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

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

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

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

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Account Maintenance

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

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Account Update Request Form – Update the contact information on your account.

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

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

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

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

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Wiring Instruction – Distribution via wire into your bank account.

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