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Access the funds in your self directed IRA instantly!
With the IRA Card CheckingSM account, access your IRA funds with an IRA CardSM (debit card) or your IRA Card ChecksSM. You may request checks, the debit card, or both.
To be eligible for an IRA Card CheckingSM account, you’ll need:
With the IRA Card CheckingSM, once a transaction is made, all you have to do is to complete our IRA Card CheckingSM, Transaction Authorization Form supplied in the Welcome Kit . This will provide the documentation that the IRS requires for all of the transactions that occur in a self-directed account, regardless of whether it is a deposit, withdrawal or payment for an expense of an asset in your IRA.
Send the completed Transaction Authorization Form and any receipts (if applicable) to your local Entrust office within 30 calendar days of the transaction.
It's that easy!
Do you have more questions? Click the links below:
| Information/FAQ Sheet - Click the icon to download the IRA Card CheckingSM and FAQ sheet. |
![]() | IRA Card Checking SM Transaction Guide - Wondering how to report your IRA Card CheckingSM account transactions? Find out here. |
![]() | Call a local office - Still have questions? Contact your local Entrust office. |
The IRA CardSM, The IRA Card CheckingSM, and The IRA Card ChecksSM are registered service marks licensed exclusively to The Entrust Group. Visa is a registered trademark of Visa.
Attend seminars, workshops and classes on self-directed IRAs in your area.