| Download | Description |
|---|---|
 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(k) Fee Disclosure |
Explains fees for an Individual(k) account |
| Precious Metals Fee Disclosure |
Explains fees for a Precious Metals account |
| Download | Description |
|---|---|
| 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 |
| Wire Instructions |
Wire money from your account to another account |
| Download | Description |
|---|---|
| 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 |
| Download | Description |
|---|---|
| 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 Heealth 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 |
| Transfer Form |
Request a transfer from an existing account or make a transfer contribution to an Entrust account |
| Download | Description |
|---|---|
| myDirection Card - Asset Application |
Application for The Entrust Group myDirection Card - Asset |
| myDirection Card - Distribution Application |
Application for The Entrust Group myDirection Card - Distribution |
| myDirection Asset Card Maintenance Form |
Use this form to transfer funds to/from The Entrust Group myDirection Card to/from your Entrust account, or to return money to your Entrust account. |
 myDirection Distribution Card Maintenance Form |
Use this form to transfer funds to The Entrust Group myDirection Distribution Card from your Entrust account |
| Download | Description |
|---|---|
| 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 IRA Agreement & Disclosure |
Terms and conditions of your SEP IRA |
| SIMPLE IRA Agreement & Disclosure |
Terms and conditions of your SIMPLE IRA |
| Traditional IRA Agreement & Disclosure |
Terms and conditions of your Traditional IRA account |
| Download | Description |
|---|---|
| 5329 Form |
File and pay penalty taxes on the income you've earned in your IRA, qualified plan and other tax-advantaged accounts. For instructions, click here. |
| 8606 Form |
Report nondeductible IRAs and Coverdell ESAs. For instructions, click here. |
| 990t Form |
File and pay Unrelated Business Income Tax and Proxy Tax. For instructions, click here. |
| SS-4 Form |
Apply for an Employer Identification Number (EIN). For instructions, click here. |
