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Self-Directed IRAs

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What is a SDIRA?

Professionals

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Professionals Overview

Stand out from the competition by offering your audience a way to diversify their portfolios.

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 almost 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
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.
Download PDF
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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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

 

 

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