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IRA Forms

Downloadable forms for your convenience

Self-directed IRA Forms

Here you will find all the IRA forms and documents that you will need to begin or service an existing IRA account. Service forms

Services for an existing account, like a withdrawal form, transfer request, or asset valuation reporting, all in convenient and downloadable PDF files.

If at any time you need help navigating these forms, or cannot find what you’re looking for, please feel free to contact us straight away.

New Inherited IRA Accounts

A pdf form is available for opening an Inherited IRA account. All other account types are submitted through our online forms.

New Account Inherited IRA

All Other Account Types

Open Account Online

Service An Existing Account

Proof of Identity Form

In order to comply with the Bank Secrecy Act, and the Patriot Act, we require proof of identification before we can establish your retirement account.
Proof of Identity

Transfer Request Form

This form is used when a client wants to transfer either all, or a part of their IRA to us from another custodian.
Transfer Request

IRA Fee Disclosure

Accuplan takes pride in being as transparent as possible with all of our clients when it comes to all of the expected fees. Here is a breakdown of all of our service, annual, and setup fees.
Fee Disclosure

Contribution Form

This form is for making a contribution to your IRA.
Contribution Form

Roth Conversion Form

This form is for moving money or property from an IRA to a Roth IRA.
Roth Conversion Form

Asset Valuation Reporting

This form is used when reporting the asset values for the assets held in your account.
Asset Valuation Form

Beneficiary Change Form

This form is used to change the beneficiaries on your account.
Beneficiary Change Form

Metals & Cryptocurrency Buy/Sell Form

This form is used to buy and sell precious metals or Cryptocurrencies in your account.
Crypto & Metals Buy/Sell Form

Additional Help or Info

Looking for more information?

We got you covered! Checkout these pages for more help:

Self directed IRAs
Self Directed 401Ks
Checkbook IRA
Gold Backed IRA
Real Estate IRAs

If you aren't finding the correct IRA forms or the information that you need please contact us at any time.