Application Kits

Welcome Entrust account holders

It is our pleasure to serve you with fast, efficient and effective processes allowing you to expand your retirement wealth through self-direction and control.


For more information about Preferred Trust Company, Click Here. 

CONTACT US: LIVE CHAT ONLINE | 1.888.990.7892 OPTION 1 | INFO@PTCEMAIL.COM

Preferred Trust Company | 2471 W. Horizon Ridge Pkwy. Ste. 100 | Henderson | NV | 89052 

Join us for a Question & Answer Webinar with Preferred Trust Management exclusively for Entrust Clients

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Self-Directed
Traditional IRA

APPLY ONLINE

DOWNLOAD APPLICATION KIT

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Self-Directed
Roth IRA

APPLY ONLINE

DOWNLOAD APPLICATION KIT

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Self-Directed SEP

(Simplified Employee Pension) IRA

APPLY ONLINE

DOWNLOAD APPLICATION KIT

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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 that matches your needs from the above choice. Either Apply Online of Download the Application for completion at a later time.

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
  • Enter “Entrust” in to the Referral Field of the application

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

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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. PST 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.