Application Kits

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Self-Directed
Traditional IRA

APPLY ONLINE

DOWNLOAD THE APPLICATION KIT

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Self-Directed SEP

(Simplified Employee Pension) IRA

APPLY ONLINE

DOWNLOAD THE APPLICATION KIT

simple ira

Self-Directed

SIMPLE IRA

Savings Incentive Match Plan for Small Businesses and the Employees

DOWNLOAD APPLICATION KIT

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Simply select the self-directed plan you prefer from the options below. Before you begin, please have the following ready:

  • A copy of your valid government issued photo ID
  • Your beneficiary’s information (name, relationship, SSN, address, percentage designation)
  • Digital copy of a recent account statement from your financial institution (if transferring cash and/or assets)
  • If applicable, the Affiliate Code provided by the individual or company who referred you
  • Digital copy of a voided check (if setting up automatic transfers)

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Once you have completed the online application, you will be prompted to print, sign and mail the following documents:

  • Account application acknowledgement page
  • Transfer or Conversion Form (if transferring funds from another financial institution)
  • Pre-Consent eSign Authorization Disclosure Form (to allow digital, quick signatures on all future paperwork processes)
  • Pay via Paypal or add credit card details to application form for processing

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For assistance with an Application Kit, please contact one of our Client Service Agents Monday through Friday

8:00 a.m. until 5:00 p.m. PT at:

1-888-990-7892 or email us at info@ptcemail.com.

All digital copies of forms can be uploaded directly through our application portal.