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Call Us: 1-800-392-9653
Call Us: 1-800-392-9653
Get a Free Consultation

Self-Directed IRAs

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What is an SDIRA?

Solo 401(k)

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What is a Solo 401(k)?
Eligible self-employed individuals, business partners, and spouses can invest in real estate, private equity, and other alternative assets. Contribute as both employee and employer to unlock the highest contribution limits available in any retirement account.

Advisors & Issuers

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Overview

For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Learning Center Overview

Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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What We Do

For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Open an Account

Solo 401(k) New Account Kit
Use this kit if you wish to open a solo 401(k). Includes instructions, application form, fee disclosure, and funding forms.
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Solo 401(k) Participant Account Application
Complete and submit this form to open your solo 401(k) account.
Download PDF
Solo 401(k) Participant Fee Disclosure
Explains fees for solo 401(k) accounts, including annual recordkeeping and plan document fees for plan participants.
 
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Solo 401(k) Employer Fee Disclosure
Explains fees for solo 401(k) employers, including annual recordkeeping fees.
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Solo 401(k) Participant Beneficiary Designation Form
Update your beneficiary designations for your solo 401(k) account.
Download PDF
Solo 401(k) Plan Adoption Agreement
Sign and submit this form to agree to the terms of Entrust's solo 401(k) plan on behalf of your employer.
Download PDF

Fund Your Account

Solo 401(k) Employer Contribution Form
Deposit money into your solo 401(k) plan participants' accounts.
Download PDF
Solo 401(k) Participant Deferral Form
As a plan participant in a solo 401(k), use this form to make yearly contributions and salary deferrals to your 401(k) account.
Download PDF
Transfer Form

Request a transfer from an existing account or make a transfer contribution to an Entrust account.

Download PDF
Rollover/Direct Rollover Certification Form
Roll funds from retirement account into another.
Download PDF

Buy or Sell an Asset

Solo 401(k) Participant Real Estate Buy Direction Letter
Purchase real estate property in your solo 401(k) account.
Download PDF
Solo 401(k) Participant Real Estate Note Buy Direction Letter
Purchase notes secured by real estate in your solo 401(k) account.
Download PDF
Solo 401(k) Participant Private Equity Buy Direction Letter
Purchase new private equity assets or add funds to your existing private equity assets using your solo 401(k). Some examples include capital investment in joint ventures, startups, or LLCs. You can also use this form for private equity exchanges.
Download PDF
Solo 401(k) Participant Private Lending Buy Direction Letter
Lend funds using your solo 401(k). Some examples include secured, unsecured or convertible notes. For real estate notes, please use the Solo Real Estate Note Buy Direction Letter.
Download PDF
Solo 401(k) Participant Precious Metals Buy Direction Letter
Purchase precious metals in your solo 401(k) account.
Download PDF
Solo 401(k) Participant Real Estate Sell Direction Letter
Sell real estate property held in your solo 401(k).
Download PDF
Solo 401(k) Participant Private Equity Sell Direction Letter
Sell private equity assets held by your solo 401(k).
Download PDF
Solo 401(k) Participant Note Payoff
Only use this form for your final payment on a private lending or real estate note held in your solo 401(k). Submitting this form will result in the removal of the asset(s) from your account. If it’s not your final payment, please use the Deposit Coupon instead.
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Solo 401(k) Participant Precious Metals Sell Direction Letter
Sell precious metals that are owned by solo 401(k).
Download PDF

Manage Your Account

Beneficiary Designation
Change beneficiaries on an existing account.
Download PDF
Change of Contact Information
Use this form to update your contact information, such as your phone number and address on file.
Download PDF
Credit Card Authorization
Credit Card Authorization Form.
Download PDF
Delivery Instructions
Delivery Instructions for The Entrust Group.
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Interested Party Designation (IPD)
Give a spouse, attorney, or other person access to information regarding your account.
Download PDF
Limited Power of Attorney (LPOA)
Give a spouse, attorney or, other person access to information or control your account.
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Solo 401(k) Participant Deposit Transmittal Form
If your solo 401(k) has received income from an asset, complete and submit this form to ensure the income is properly categorized in your solo 401(k) account.
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Solo 401(k) Participant Distribution Request
Request a distribution of funds or in-kind assets from your solo 401(k).
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Solo 401(k) Payment Authorization Letter
Pay expenses incurred by an asset owned by your solo 401(k) account.
 
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Precious Metals

Solo 401(k) Participant Precious Metals Buy Direction Letter
Purchase precious metals with your solo 401(k).
Download PDF
Solo 401(k) Participant Precious Metals Sell Direction Letter
Sell precious metals assets owned by your solo 401(k).
Download PDF
Solo 401(k) Participant Goldmoney Buy Direction Letter
Use this form to send additional funds to your Goldmoney account from your solo 401(k)’s undirected cash balance.
Download PDF
Solo 401(k) Participant Goldmoney Sell Direction Letter

Use this form to liquidate some or all of your Goldmoney holdings and authorize funds to be returned back to your Entrust solo 401(k)'s undirected cash balance. 

Download PDF
SmartMetals (GBI, HAA, ASI) Buy Direction Letter
Use this form to send additional funds to your SmartMetals Account. This form is to be used for all Gold Bullion International (GBI) accounts including Hard Assets Alliance (HAA) and Asset Strategies International (ASI).
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SmartMetals (GBI, HAA, ASI) Sell Direction Letter
Use this form to sell metals owned by your SmartMetals Account. 
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Precious Metals Depository Form - Dakota Depository Company (Segregated Storage)

Use this form to store your precious metals in segregated storage with the Dakota Depository Company.

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Precious Metals Depository Form - Delaware Depository Services Company (Allocated Storage)
Use this form to store your precious metals in allocated storage with Delaware Depository Services Company (DDSC). 
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Precious Metals Depository Form - Delaware Depository Services Company (Segregated Storage)

Use this form to store your precious metals in segregated storage with Delaware Depository Services Company (DDSC). 

Download PDF
Precious Metals Depository Form - Idaho Armored Vaults, LLC (Allocated Storage)
Use this form to store your precious metals in allocated storage with Idaho Armored Vaults, LLC (IAV). 
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Precious Metals Depository Form - Idaho Armored Vaults, LLC (Segregated Storage)

Use this form to store your precious metals in segregated storage with Idaho Armored Vaults, LLC. 

Download PDF
Precious Metals Depository Form - A-M Global Logistics (Allocated Storage)

Use this form to store your precious metals in allocated storage with A-M Global Logistics LLC. 

Download PDF
Precious Metals Depository Form - A-M Global Logistics (Segregated Storage)

Use this form to store your precious metals in segregated storage with A-M Global Logistics LLC. 

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Download PDF & Send Manually

  1. Download the form
  2. Complete the PDF form by typing your information into each field
  3. Print and sign form
  4. Submit form via fax, email, or mail:
Fax: (510) 587-0960
Email: Forms@TheEntrustGroup.com
Mail: The Entrust Group
555 12th Street
Suite 900
Oakland, CA 94607