FEES

Employer Sponsored Plan Record Keeping Service Fee Disclosure Explains fees for an Employer Sponsored Plan Record Keeping Service.
General Fee Disclosure Explains fees for Traditional, Roth, SEP, SIMPLE, and Education accounts.
Health Savings Account Fee Disclosure Explains fees for a Health Savings Account.
Individual 401(k) Fee Disclosure Explains fees for an Individual(k) account.
Precious Metals Fee Disclosure Explains fees for a Precious Metals account.

BUY AN ASSET

Buy Direction Letter General Purchase promissory notes; secured and unsecured notes. (Do NOT use this form for real estate, real estate notes and precious metals.  Select appropriate forms below.)
Buy Direction Letter Real Estate Purchase real estate property in your account.
Buy Direction Letter Real Estate Note Purchase notes secured by real estate in your account.
Buy Direction Letter Private Placement Purchase private stock, private placements, LLC, and joint ventures.
Payment Authorization Letter Pay expenses incurred by an asset owned by your account.
Precious Metals Buy Direction Letter Purchase precious metals in your account.
Private Placement Disclaimer & Indemnity Agreement Complete this form, along with a Buy Direction Letter, for private placements.
Real Estate Purchase Process Kit This kit contains instructions and forms required for making a real estate purchase with your IRA.
Wire Instructions Wire money from your account to another account.

SELL AN ASSET

Sell Direction Letter General Sell an asset that is owned by your account.
Sell Direction Letter Real Estate Sell real estate property held in your account.
Sell Direction Letter Real Estate Note Sell real estate notes held in your account.

MANAGE/OPEN AN ACCOUNT

Account Application Form Use this form if you wish to open a second account; Traditional, Roth, SEP, SIMPLE, HSA.
Beneficiary Designation Change Form Change beneficiaries on an existing account.
Change of Address Form Change your address on record.
Coverdell Education Savings Account Application Use this application if you wish to open a Coverdell Education Savings Account.
Credit Card Authorization Form Credit Card Authorization Form.
Deposit Coupon Deposit money into your account.
Distribution Form/Notice of Withholding Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.
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, the distribution of an asset in-kind, or to convert or recharacterize an asset.
Fair Market Valuation for Real Estate Investments (FMVR) Fair Market Valuation for Real Estate Investments (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, the distribution of an asset in-kind, or to convert or recharacterize an asset.
Interested Party Designation Form Give a spouse, attorney, or other person access to information regarding your account.
Limited Power of Attorney Form Give a spouse, attorney or, other person access to information or control your account.
Participant Request for Distribution Qualified Retirement Plan Request a distribution from your qualified retirement account (401k, 403b, 457b plans).
Payment Authorization Letter Pay expenses incurred by an asset owned by your account.
Precious Metals ESA New Account Application Use this form if you wish to open a Coverdell Education Savings Account to invest in Precious Metals.
Precious Metals New Account Application Use this form if you wish to open a Traditional, Roth, SEP, SIMPLE, or Health Savings Account to invest in Precious Metals.
Qualified Retirement Plan Employer Contribution Form Use this form to accompany employer made contributions to Qualified Retirement Plans.
Recharacterization Form Use this form to make an irrevocable election to recharacterize your IRA contribution.
Rollover/Direct Rollover Certification Form Roll funds from one individual retirement account into another.
ROTH Conversion Request

Convert your current IRA or employer sponsored plan assets to a Roth IRA.

Spousal Consent Form

Use this form to confirm spousal beneficiary designation.

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

ACCOUNT DISCLOSURES

Coverdell Education Savings Account Agreement & Disclosure Terms and conditions of your Coverdell Education Savings Account.
Health Savings Account Agreement & Disclosure Terms and conditions of your Health Savings Account.
Roth IRA Agreement & Disclosure Terms and conditions of your Roth IRA.
SEP Plan Employer Document Document used by employers to establish SEP plan.
SIMPLE IRA Agreement & Disclosure Terms and conditions of your SIMPLE IRA.
SIMPLE Plan Document Document used by employers to establish a SIMPLE plan.
Traditional IRA/SEP IRA Agreement & Disclosure Terms and conditions of your Traditional IRA/SEP IRA.

Instructions:
  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
Submission Options
Fax: (510) 587-0960
Email: Forms@TheEntrustGroup.com
Mail:  The Entrust Group
555 12th Street
Suite 1250
Oakland, CA 94607

Make sure you have the latest version of Adobe Acrobat Reader to complete the forms.
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