Transaction Forms

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HSA Fee DisclosureHealth Savings Account Fee Disclosure Fees for a Precious Metals HSA
Precious Metals Fee DisclosurePrecious Metals Fee Disclosure Fees for Traditional, Roth, SEP, SIMPLE, or Beneficiary IRA  investing in precious metals.
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Buy Direction LetterIRA Deposit Coupon Make a deposit into your IRA as an annual contribution or to pre-pay the fees for your Entrust IRA.
Buy Direction LetterIRA-to-IRA Transfer Form Transfer funds from an existing IRA.  An IRA-to-IRA transfer is the movement of funds from one IRA directly to another.  An IRA transfer is initiated by completing and submitting the Entrust IRA Transfer Form. Once submitted, Entrust will process the request with your current custodian on your behalf. IRA transfers typically take 5-7 business days.
Buy Direction LetterRollover 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. A direct rollover must be initiated by the plan participant (employee) and is typically requested by completing the employer or plan administrator’s “direct rollover” form.
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Buy Direction LetterPayment Authorization Letter Pay expenses incurred by the asset owned by your Entrust account
Buy Direction LetterPrecious Metals Buy Direction Letter Purchase precious metals
Buy Direction LetterWire Instructions Wire money from your account to another account
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Buy Direction LetterSell Direction Letter General Sell the asset that is owned by your Entrust account
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Buy Direction LetterBeneficiary Designation Change Form Change beneficiaries on an existing account
Buy Direction LetterChange of Address Form Change of Address Form
Buy Direction LetterCredit Card Authorization Form Credit Card Authorization Form
Buy Direction LetterDeposit Coupon Deposit money into your account
Buy Direction LetterDistribution Form/Notice of Withholding Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings account.
Buy Direction LetterInterested Party Designation Form Give a spouse, attorney or another person access to information regarding your account
Buy Direction LetterLimited Power of Attorney Form Give a spouse, attorney or another person access to information or control your account
Buy Direction LetterPrecious Metals New Account Application Use this application if you wish to open the following account; Traditional, Roth, SEP, SIMPLE, HSA to invest in Precious Metals.
Buy Direction LetterRecharacterization Form Use this form to make an irrevocable election to recharacterize your IRA contribution.
Buy Direction LetterRollover/Direct Rollover Certification Form Roll funds from one individual retirement account to another
Buy Direction LetterROTH Conversion Request Convert your current IRA or employer sponsored plan assets to a Roth IRA

Buy Direction LetterTransfer Form

Request a transfer from an existing account or contribute a transfer contribution to an Entrust account
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Buy Direction LetterCoverdell Education Savings Account Agreement & Disclosure   Terms and conditions of your Coverdell Education Savings Account
Buy Direction LetterHealth Savings Account Agreement & Disclosure   Terms and conditions of your Health Savings Account
Buy Direction LetterRoth IRA Agreement & Disclosure   Terms and conditions of your Roth IRA
Buy Direction LetterSEP IRA Agreement & Disclosure   Terms and conditions of your SEP IRA 
Buy Direction LetterSIMPLE IRA Agreement & Disclosure   Terms and conditions of your SIMPLE IRA
Buy Direction LetterTraditional IRA Agreement & Disclosure   Terms and conditions of your Traditional IRA account
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Buy Direction Letter5329 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.
Buy Direction Letter8606 Form   Report nondeductible IRAs and Coverdell ESAs. For instructions, click here.
Buy Direction Letter990t Form   File and pay Unrelated Business Income Tax and Proxy Tax. For instructions, click here.
Buy Direction LetterSS-4 Form   Apply for an Employer Identification Number (EIN). For instructions, click here.