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We recently updated some of our forms. To make a final note payment, please use the new Note Payoff Form. This will ensure the asset(s) are removed from your account. Additionally, private equity and private lending assets now each have dedicated Buy Direction Letters. Private equity also has its own Sell Direction Letter. All impacted forms are marked as “NEW” below.

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Self-Directed IRAs

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What is a SDIRA?

Professionals

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Professionals Overview

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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 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 (cash 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 Purchase Process Kit
This kit contains instructions and forms required for making a real estate purchase with your IRA.
Download PDF
Real Estate Notes Buy Direction Letter
Purchase notes secured by real estate in your account.
Download PDF
Private Equity Buy Direction Letternew
Purchase new private equity assets or add funds to your existing private equity assets using your SDIRA. Some examples include capital investment in joint ventures, startups, or LLCs. You can also use this form for private equity exchanges.
Download PDF
Private Lending Buy Direction Letternew
Lend funds using your SDIRA. Some examples include secured, unsecured or convertible notes. For real estate notes, please use the Real Estate Note Buy Direction Letter. 
Download PDF
Precious Metals Buy Direction Letter
Purchase precious metals in your account.
Download PDF

Sell an Asset

Real Estate Sell Direction Letter
Sell real estate property held in your account.
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals that are owned by your account.
Download PDF
Note Payoffnew
Use this form for your final payment on a private lending or real estate note only. Submitting this form will result in the removal of the asset(s) from your account. If it’s not your final payment, please use the Deposit Coupon instead.
Download PDF
Private Equity Sell Direction Letternew
Sell private equity assets currently held by your SDIRA.
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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Complete Your Forms Online

Go To Client Portal

or

via the Entrust App

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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
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