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
To open a new account, visit our online application.
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 IdentityTransfer 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 RequestIRA Fee Disclosure
Accuplan takes pride in being as transparent as possible with all of our clients when it comes to all of the associated fees. Here is a breakdown of all of our service, annual, and setup fees.
Fee DisclosureRoth Conversion Form
This form is for moving money or property from an IRA to a Roth IRA. Please contact us to request this form.
Contact Us for FormAsset Valuation Reporting
This form is used when reporting the asset values for the assets held in your account.
Asset Valuation FormBeneficiary Change Form
This form is used to change the beneficiaries on your account.
Beneficiary Change FormMetals & Cryptocurrency Buy/Sell Form
This form is used to buy and sell precious metals or Cryptocurrencies in your account.
Crypto & Metals Buy/Sell FormAdditional Help or Info
Looking for more information? We got you covered! Checkout these pages for more Help.
If you aren't finding the correct IRA forms or the information that you need please contact us at any time.