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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, ESA and HSA accounts. This fee disclosure is valid for accounts opened on or after 1/1/2019. For all accounts opened before this date, please refer to the fee disclosure you have signed.
Individual 401(k) Fee Disclosure Explains fees for an Individual(k) 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.
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 Precious Metals Sell precious metals that are 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

New Account Kit Use this kit if you wish to open an account; Traditional, Roth, SEP, SIMPLE.
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.
Annual Summary Description For Existing SIMPLE Plans Employers should use this form to provide information on an existing SIMPLE Plan to employees.
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.
Delivery Instructions Delivery Instructions for The Entrust Group.
Deposit Coupon Deposit money into your account.
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.
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.
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.
Health Savings Account (HSA) Application Kit Use this form if you wish to open a Health Savings Account.
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.
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.

PRECIOUS METALS FORMS

PM IRA Deposit Coupon Make a deposit into your IRA as an annual contribution or to pre-pay the fees for your Entrust IRA.
PM IRA-to-IRA Transfer Form Transfer funds from an existing IRA.
PM Rollover Certification Form Rollover funds from a previous employer plan.  A “direct rollover” is the movement of retirement funds directly from a previous employer plan (401K) into a traditional IRA. 
PM Payment Authorization Letter Pay expenses incurred by the asset owned by your Entrust account.
PM Buy Direction Letter Purchase precious metals.
PM Wire Instructions Wire money from your account to another account.
PM Sell Direction Letter Sell an asset that is owned by your Entrust account.
PM Beneficiary Designation Change Form Change beneficiaries on an existing account.
PM Change of Address Form Change of address form.
PM Credit Card Authorization Form Link a credit card to your account.
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.
PM Interested Party Designation Form Give a spouse, attorney or another person access to information regarding your account.
PM Limited Power of Attorney Form Give a spouse, attorney or another person access to information or control your account
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.
PM Recharacterization Form Use this form to make an irrevocable election to recharacterize your IRA contribution.
PM Rollover/Direct Rollover Certification Form Roll funds from one individual retirement account into another.
PM ROTH Conversion Request

Convert your current IRA or employer-sponsored plan assets to a Roth IRA.
PM Transfer Request Form

Request a transfer from an existing account or contribute 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.

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Fax: (510) 587-0960
Email: Forms@TheEntrustGroup.com
Mail:  The Entrust Group
555 12th Street
Suite 900
Oakland, CA 94607

 

 

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