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IRA Card Checking Signup

The Entrust Group does not offer investment, tax, financial or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area.

With IRA Car Checking you’ll have instant access to the funds in your IRA, especially if you decide to access your funds while on vacation, pay for IRA-related expenses and more.

How to Sign Up

1. Notify Entrust that you’d like an IRA Card Checking^SM account.

Click on the button on the right to download the IRA Card Checking ^SM New Account Kit .

Remember, to be eligible for an IRA Card Checking^SM account, you’ll need:

• A valid Entrust Self-Directed IRA account

• Available un-invested cash to fund the account

Once you've completed the forms, mail or fax them to your local Entrust office, where your self-directed IRA account is held.

2. Fund your account.

Once your account is opened, you'll receive the IRA Card Checking^SM Welcome Kit. In the kit, you'll receive the following:

• Transaction Authorization Form - Use the transaction authorization form to fund your account, report transactions and more. On this form, complete sections 1 and 2B to transfer funds to your IRA Card Checking^SM account.
• Signature Card - Sign the signature card. Keep in mind that the local office may not fund your account until the signature cards are received.
• Transaction Guide - In this guide you’ll find all the information you'll need to use the IRA Card Checking^SM for transactions on your Entrust self-directed account.
• IRA Card Checking^SM Disclosure - Keep this document. This document provides the terms and conditions of your IRA Card Checking^SM account.

3. Sign and date the Transaction Form and Signature card.

4. Return the documents to your local office.

That’s it!

You can expect your account to be opened and the materials delivered to you within three to four weeks from the date of issue.

The IRA Card^SM, The IRA Card Checking^SM, and The IRA Card Checks^SM are registered service marks licensed exclusively to The Entrust Group. Visa is a registered trademark of Visa.