St. Joseph Partners Forms

Welcome to Preferred Trust, a preferred partner of St. Joseph Partners. As a self-directed IRA custodian, Preferred Trust can help you hold gold, silver, platinum, and palladium in your self-directed IRA. We are proud to partner with St. Joseph Partners to help you achieve your retirement goals through precious metals investments.

New to Self-Directed IRAs?

Additional SDIRA Information

Need help to decide whether a self-directed IRA is right for you?

Why Choose a Self-Directed IRA? 

IRA Account Comparison Chart

Step 1:  Select IRA Account Type & Review Fees

New To Self-Directed IRAs?

Need help deciding whether a Traditional or Roth IRA is right for you?

Schedule a free consultation with our team of SDIRA experts. Our team is available Monday-Thursday from 8am-5pm and Friday from 8am-4:30pm PST.

Schedule CONSULTATION

Fee Schedule

Fees cover the costs of administering your IRA, maintaining account records, and Preferred Trust’s specialized client advocacy services.

Our clients appreciate our approach to fees, which includes full transparency and up-front disclosure.

VIEW FEE SCHEDULE

Step 2: Open Your IRA Account

Complete Account Application

Select and complete the online application for your preferred account type. Your personal information stays safe and secure with our encrypted digital forms.

You’ll need the following information to complete your application:

  • A valid, government-issued photo ID
  • Your beneficiary information (contact info, SSN, Date of Birth, distribution percentage)
  • A voided check (for automatic contribution set up)

If you would like your St. Joseph Partners representative to have access to your IRA account information, be sure to complete section 6.

We will review your submitted application and follow up within two business days.

Traditional IRA

TRADITIONAL IRA ONLINE APPLICATION
PRINTABLE PDF - TRADITIONAL APPLICATION

Roth IRA

ROTH IRA ONLINE APPLICATION
PRINTABLE PDF- ROTH APPLICATION

Need help with your application?

Our Client Service team is ready to help! Call us at 888.990.7892 or email ClientService@ptcemail.com.

Step 3: Transfer or Covert Funds

Initiate a Transfer or Conversion

Use this form to transfer funds from another IRA to your Preferred Trust Company account, or convert funds from a qualified retirement plan to your IRA.

TRANSFER OR CONVERSION FORM

Transfers and conversions require a physical signature. After completing the form, please print and sign it, then scan and email to our Client Services team at ClientService@ptcemail.com.

Step 4: Complete Your Investment

Direct a Transaction From Your IRA Account

To direct transactions to and from your self-directed IRA, use the form(s) below.

Precious Metals Purchase Investment Authorization & Direction Form

E-SIGN PRINTABLE PDF

Precious Metals Sell Investment Authorization & Direction Form

E-SIGN PRINTABLE PDF

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