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

Self-Directed IRAs

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What is a SDIRA?

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 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

New Account Kit - Recordkeeping Only
Use this kit if you wish to open a recordkeeping-only (no plan document included) self-directed 401(k). Includes instructions, application form, fee disclosure, and funding forms.
Download PDF
General 401(k) Account Application
Use this form if you wish to open a self-directed 401(k). See 'New Account Kit' for full application requirements.
Download PDF

Fund Your Account

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

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

Download PDF
Employer Contribution Form
Deposit money into your plan participants' accounts.
Download PDF

Make an Investment

Real Estate Buy Direction Letter
Purchase real estate property in your account.
Download PDF
Real Estate Note Buy Direction Letter
Purchase notes secured by real estate in your account.
Download PDF
Private Equity Buy Direction Letter
Purchase new private equity assets or add funds to your existing private equity assets using your self-directed 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
Private Lending Buy Direction Letter
Lend funds using your 401(k). Some examples include secured, unsecured or convertible notes. For real estate notes, please use the Real Estate Note Buy Direction Letter.
Download PDF
Precious Metals Buy Direction Letter
Purchase precious metals in your account.
Download PDF

Sell an Asset

Real Estate Sell Direction Letter
Sell real estate property held in your account.
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals that are owned by your account.
Download PDF
Note Payoff
Use this form for your final payment on a private lending or real estate note only. 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.
Download PDF
Private Equity Sell Direction Letter
Sell private equity assets currently held by your 401(k).
Download PDF

Asset Maintenance

Fair Market Valuation (FMV)
Fair Market Valuation Instructions and FAQs included. A fair market valuation is used to change or assign value of an asset in your account. A fair market valuation must be submitted on a yearly basis to ensure proper tax reporting. Other instances when a FMV is required are: taking an in-kind distribution, converting an asset held in a tax-deferred account to a post-tax account, converting an entire tax-deferred account to a post-tax account or demonstrating an asset no longer has value.
Complete Form Online
Download PDF
One-Time Payment Authorization Letter
Pay expenses incurred by an asset owned by your account.
Complete Form Online
Download PDF View Sample Form
Recurring Payment Authorization Letter

Pay expenses incurred by an asset owned by your account.

Complete Form Online
Download PDF

Manage Your Account

Apply for Your Own Employer Identification Number (EIN)
Here are instructions on how to apply for your own IRA Employer Identification Number (EIN)
along with screenshots and a link to the IRS site.
Download PDF
Beneficiary Designation
Change beneficiaries on an existing account.
Complete Form Online
Download PDF
Change of Contact Information
Use this form to update your contact information, such as your phone number and address on file.
Complete Form Online
Download PDF
Credit Card Authorization
Credit Card Authorization Form.
Complete Form Online
Download PDF
Delivery Instructions
Delivery Instructions for The Entrust Group.
Download PDF
Participant Distribution Request
Request a distribution of funds or in-kind assets from your self-directed 401(k).
Download PDF
401(k) Full Service Fee Disclosure
Explains fees for full-service 401(k) accounts, including annual recordkeeping and plan document fees.
Download PDF
401(k) Recordkeeping Only Fee Disclosure
Explains fees for recordkeeping-only 401(k) accounts, otherwise known as accounts without an annual plan document fee.
Download PDF
Interested Party Designation (IPD)
Give a spouse, attorney, or other person access to information regarding your account.
Complete Form Online
Download PDF
Limited Power of Attorney (LPOA)
Give a spouse, attorney or, other person access to information or control your account.
Complete Form Online
Download PDF
Qualified Retirement Plan Contribution Form
Use this form to accompany contributions to Qualified Retirement Plans.
Download PDF
Qualified Retirement Plan Participant Distribution Request
Request a distribution from your qualified retirement account (401k, 403b, 457b plans).
Download PDF
Recharacterization
Use this form to make an irrevocable election to recharacterize your 401(k) contribution.
Download PDF
Roth Conversion
Convert your current traditional 401(k) assets to a Roth 401(k).
Download PDF
Spousal Consent
Use this form to confirm spousal beneficiary designation.
Download PDF
Wire Instructions
Wire money from your account to another account.
Download PDF

Precious Metals

Precious Metals Buy Direction Letter
Purchase precious metals with your self-directed 401(k).
Download PDF
PM Depository Form - Dakota Depository Company (Segregated storage)

Use this form to select Dakota Depository Company (DDC) as the depository for your precious metals. 

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

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

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

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

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

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

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

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

Download PDF
Precious Metals Distribution Request
Take a distribution of precious metals from your 401(k).
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals assets owned by your Entrust account.
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).
Download PDF
SmartMetals (GBI, HAA, ASI) Sell Direction Letter

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