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    Open an Account

    New Account Kit
    Use this kit if you wish to open an account; Traditional, Roth, SEP, SIMPLE. Includes instructions, application form, fee disclosure, and funding forms.
    Download PDF
    Education Savings Account (ESA)
    Use this application if you wish to open a Coverdell Education Savings Account.
    Download PDF
    Health Savings Account (HSA)
    Use this form if you wish to open a Health Savings Account.
    Download PDF
    General Account Application Form
    Use this form if you wish to open an account; Traditional, Roth, SEP, SIMPLE. See 'New Account Kit' for full application requirements.
    Download PDF

    Fund Your Account

    Deposit Coupon (contribution)
    Deposit money into your account.
    Download PDF
    Rollover/Direct Rollover Certification Form
    Roll funds from one individual 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

    Make an Investment

    Real Estate Buy Direction Letter
    Purchase real estate property in your account.
    Download PDF
    Real Estate Notes Buy Direction Letter
    Purchase notes secured by real estate in your account.
    Download PDF
    Precious Metals Buy Direction Letter
    Purchase precious metals in your account.
    Download PDF
    Private Equity or Private Placement Buy Direction Letter
    Purchase private stock, private placements, LLC, and joint ventures.
    Download PDF
    General Buy Direction Letter

    Purchase promissory notes; secured and unsecured notes. (Do NOT use this form for real estate, real estate notes and precious metals.  Select appropriate forms above.)

    Download PDF
    Real Estate Purchase Process Kit
    This kit contains instructions and forms required for making a real estate purchase with your IRA.
    Download PDF

    Sell an Asset

    Real Estate Sell Direction Letter
    Sell real estate property held in your account.
    Download PDF
    Real Estate Notes Sell Direction Letter
    Sell real estate notes held in your account.
    Download PDF
    Precious Metals Sell Direction Letter
    Sell precious metals that are owned by your account.
    Download PDF
    General Sell Direction Letter
    Sell an asset that is owned by your account.
    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.
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    Payment Authorization Letter
    Pay expenses incurred by an asset owned by your account.
    Download PDF

    Manage Your Account

    Beneficiary Designation
    Change beneficiaries on an existing account.
    Download PDF
    Change of Address
    Change your address on record.
    Download PDF
    Credit Card Authorization
    Credit Card Authorization Form.
    Download PDF
    Delivery Instructions
    Delivery Instructions for The Entrust Group.
    Download PDF
    Distribution Form/Notice of Withholding (one-time)

    Take a one-time distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.

    Due to the high volume of distributions we receive at the end of the year, we cannot guarantee that distribution requests received after December 15th, 2020 will be processed by the end of the year. If your distribution request is received in good order in 2020 but is not processed before January 1st, 2021, it will be reported on your 2021 IRS Form 1099-R. Note that with the passage of the CARES Act, Required Minimum Distributions have been waived for 2020.

    Download PDF
    Distribution Form/Notice of Withholding (recurring)

    Take a recurring distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.

    Due to the high volume of distributions we receive at the end of the year, we cannot guarantee that distribution requests received after December 15th, 2020 will be processed by the end of the year. If your distribution request is received in good order in 2020 but is not processed before January 1st, 2021, it will be reported on your 2021 IRS Form 1099-R. Note that with the passage of the CARES Act, Required Minimum Distributions have been waived for 2020.

    Download PDF
    General Fee Disclosure
    Explains fees for Traditional, Roth, SEP, SIMPLE, ESA and HSA accounts.
    Download PDF
    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.
    Download PDF
    Qualified Retirement Plan Employer Contribution Form
    Use this form to accompany employer made 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 IRA contribution.
    Download PDF
    Roth Conversion
    Convert your current IRA or employer sponsored plan assets to a Roth IRA.
    Download PDF
    SIMPLE IRA Annual Summary Description (For Existing Plans)
    Employers should use this form to provide information on an existing SIMPLE Plan to employees.
    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 Forms

    PM New Account Kit
    Use this application if you wish to open the following account; Traditional, Roth, SEP, SIMPLE, HSA to invest in Precious Metals.
    Download PDF
    PM Deposit Coupon
    Make a deposit into your IRA as an annual contribution or to pre-pay the fees for your Entrust IRA.
    Download PDF
    PM Beneficiary Designation Change Form

    Change beneficiaries on an existing account.

    Download PDF
    PM Buy Direction Letter
    Purchase precious metals.
    Download PDF
    PM Change of Address Form
    Change of address form.
    Download PDF
    PM Credit Card Authorization Form
    Link a credit card to your account.
    Download PDF
    PM Distribution Form/Notice of Withholding Form
    Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings account.
    Download PDF
    PM Interested Party Designation Form
    Give a spouse, attorney or another person access to information regarding your account.
    Download PDF
    PM Limited Power of Attorney Form
    Give a spouse, attorney or another person access to information or control your account
    Download PDF
    PM Payment Authorization Letter
    Pay expenses incurred by the asset owned by your Entrust account.
    Download PDF
    PM Recharacterization Form
    Use this form to make an irrevocable election to recharacterize your IRA contribution.
    Download PDF
    PM Rollover/Direct Rollover Certification Form
    Roll funds from one individual retirement account into another.
    Download PDF
    PM ROTH Conversion Request
    Convert your current IRA or employer-sponsored plan assets to a Roth IRA.
    Download PDF
    PM Sell Direction Letter
    Sell an asset that is owned by your Entrust account.
    Download PDF
    PM Transfer Request Form
    Request a transfer from an existing account or contribute a transfer contribution to an Entrust account
    Download PDF
    PM Wire Instructions
    Wire money from your account to another account.
    Download PDF

     

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      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

     

     

    Account Agreements (5305s)

     

    pdf-icon5305-A Traditional IRA Agreement

     

    pdf-icon5305 SEP Plan Agreement

     

    pdf-icon5305-RA Roth IRA Agreement

     

    pdf-icon5305-SA SIMPLE IRA Agreement 

     

    pdf-icon5305 SIMPLE IRA for Use With a Designated Financial Institution

     

    pdf-icon5305-EA Coverdell Education Savings

     

    pdf-icon5305 Health Savings Account