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205-985-0860
205-985-0860
| Address | 2663 Valleydale Rd. #223 Birmingham, AL 35244 |
| Phone Number | 205-985-0860 |
| Fax Number | 205-985-8674 |
| Map/Directions | click for map  |
Contact Our Office  |
TO OPEN AN ACCOUNT - please visit our open an account page.
TO CONDUCT A TRANSACTION with your self-directed IRA, please use the downloadable forms below to:
All forms are Fill In PDF Forms. Once you have downloaded the form, type into the field you'd like to fill out. When complete, print, sign and mail a copy of the completed form to your local Entrust office.
Make sure you have the latest version of Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader installed on your computer, please click to download Acrobat Reader for free.
After completing the form:
Please do not email the form. Email is not a secure medium
| Buy an Asset | Complete this form if you wish to: |
| Buy Direction Letter | Purchase any type of asset with your Entrust account. |
| Commodities Futures | Purchase commodities futures with your Entrust account. |
| Payment Authorization Letter | Pay expenses incurred by the asset owned by your Entrust account. |
| Deposit Coupon | Deposit money into your account. |
| Roll Over /Direct Rollover Form | Roll funds from one individual retirement account to another. |
| Transfer Form | Request a transfer from an existing account or contribute a transfer contribution to an Entrust account. |
| Wire instruction form | Wire money from your account to another account. |
| Sell an Asset | Use this form if you wish to: |
| Sell Direction | Sell the asset that is owned by your Entrust account. |
| Make Changes to your Account | Use this form if you wish to: |
| Beneficiary Designation | Add or change the beneficiaries on your account. |
| Change of Address | Update the address on your account. |
| Distribution/Withholding | Take a distribution from your account or specify a tax withholding from your account. |
| Participant Request for Distribution | Request a distribution from your qualified retirement plan account. |
| Interested Party/Limited Power of Attorney | Give a spouse, attorney or another person access to information or control your account. |
| Traditional to Roth Conversion | Change your traditional IRA to a roth IRA. |
| Open an Account | Download this form if you wish to: |
| Application | Open an additional Entrust account. |
| Account Fees | Download this form if you wish to: |
| Traditional and Roth Account Fee Disclosure | Find out the fees on the Traditional and Roth accounts. |
| SEP and SIMPLE Fee Disclosure | Find out the fees on the SEP and SIMPLE accounts. |
| Coverdell Education Savings Account Fee Disclosure | Find out the fees for Coverdell Education Savings account. |
| Health Savings Account Fee Disclosure | Find out the fees for a Health Savings account. |
| Account Disclosures | Download this document if you are looking for: |
| Traditional IRA Agreement & Disclosure | To find out the terms and conditions of your Traditional IRA account. |
| Roth IRA Agreement & Disclosure | To find out the terms and conditions of your Roth IRA account. |
| SEP IRA Agreement & Disclosure | To find out the terms and conditions of your SEP IRA account. |
| SIMPLE IRA Agreement & Disclosure | To find out the terms and conditions of your SIMPLE IRA account. |
| Health Savings Account Agreement & Disclosure | To find out the terms and conditions of your Health Savings account. |
| Coverdell Education Savings Account Agreement & Disclosure | To find out the terms and conditions of your Coverdell Education Savings account. |
| IRA Card Forms | Download this form if you wish to: |
| IRA Card CheckingSM Buy Direction/Disclosure Form | Open an IRA Card CheckingSM Account. |
| IRA Card CheckingSM Transaction Form | Report a transaction in your IRA Card CheckingSM Account. |
| IRS Tax Forms | Download this form if you wish to: |
| 5329 Instructions & Form | File and pay additional penalty taxes on the income you've earned on your IRA, qualified plan and other tax favored accounts. Form 5329 - Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts (PDF) 5329 Instructions (PDF) |
| 8606 Instructions & Form | Report nondeductible IRAs and Coverdell ESAs (PDF) Form 8606 - Nondeductible IRAs and Coverdell ESAs (PDF) 8606 Instructions (PDF) |
| 990t Instructions & Form | File and payExempt Organization Business Income Tax Return 990-T Form & Proxy Tax Under Section 6033(e) Exempt Organization Business Income Tax Return 990-T Form (PDF) - And Proxy Tax Under Section 6033(e) 990t Instructions (PDF) |
| SS-4 Instructions & Form | Apply for an Employer Identification Number (EIN) SS-4 Form (PDF) SS-4 Instructions (PDF) Application for Employer Identification Number EIN (PDF) - For Use By Employers, Corporations, Partnerships, Trusts, Estates, Churches, Government Agencies, Indian Tribal Entities, Certain Individuals, and Others |
Attend seminars, workshops and classes on self-directed IRAs in your area.
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