Applications

APPLY ONLINE DOWNLOAD PDF

Self-Directed Roth IRA

Allows you to fund your account with after tax dollars by making a personal contribution (per IRS guidelines) or by transferring funds from another Qualified Retirement Plan such as another Roth IRA. You may also convert Traditional funds to a Roth account.

Self-Directed SEP

(Simplified Employee Pension) IRA

Eliminates the setup and operating costs of a conventional retirement plan. Investors may contribute up to 25% of their employee pay.

Self-Directed SIMPLE

Savings Incentive Match Plan for Small Businesses and the Employees IRA

Small business retirement plans allow for up to 3% matching contributions annually.

Trust Account

Client Agreement for Trust/Custodial Administration

Establish a Trust with the option of Preferred Trust Company acting in the capacity of Trustee and/or Custodian.

General Account Administration Forms

Fee Schedule

Preferred Trust Company fee schedule.

Transfer or Conversion Form

Complete this form to transfer funds from another Qualified Retirement Plan to your account with Preferred Trust Company.

Change of Information Form

Update account information including name, address, phone number and email address.

Automatic Fee Payment Form

Designate credit card to be used for the Annual IRA Account Administration Fee.

Credit Card Authorization Form

Designate credit card to be used on specific fees during transactions.

Account Owner Information Request Form

All information requests must be submitted in writing.

Designation or Change of Beneficiary Form

Designate or change the beneficiary of your account.

Interested Party Designation Form

Designate a person or company to receive information about your account.

Fair Market Valuation (FMV) Form

Update the value of specific assets currently held in your account. This should be completed no less than annually.

IRA LLC Fair Market Valuation (FMV) Form

Update the value of specific assets currently held in your  IRA LLC account. This should be completed no less than annually.

Account Closure Form

Terminate your account and receive your assets sent directly to you.

Contribution Form

Setup recurring or single contributions to IRA account.

Inherited IRA Beneficiary Options Election Form

Identify inherited IRA beneficiary to elect how the account will be managed posthumous.

One-Time IRA Distribution Form

Request a one-time, single distribution. Use a RMD Worksheet to determine Required Minimum Distribution values.

Recurring Distribution Form

Request recurring monthly distributions. Use a RMD Worksheet to determine Required Minimum Distribution values.

In-Kind Distribution Form

Request a one time distribution of assets, without the asset being sold.

Roth Conversion Form

Elect to convert a tax-deferred IRA account to a Roth IRA account. There is no penalty for a Roth IRA conversion but, it is a taxable event.

Investment Expense Authorization Form

Request payment of an expense associated with an investment held in your IRA.

Monthly Recurring Investment Expense Authorization Form

Set-up recurring monthly payments of an investment expense.

Fluctuating Monthly Recurring Investment Expense Authorization Form

Direct recurring payment of fluctuating monthly investment expenses.

Fluctuating Recurring Property Tax Expense Authorization Form

Direct recurring payment of fluctuating property tax expenses.

Fluctuating Recurring Property Insurance Expense Authorization Form

Direct recurring payment of fluctuating property insurance expenses.

Investment Forms

Investment Authorization & Direction Form

Request a new investment or add to an existing investment.

Investment Authorization & Direction Form | Trust Deed/Mortgage Investment

Request a new investment or add to an existing investment through a Licensed Mortgage Broker.

Investment Authorization & Direction Form | Promissory Note

Request an investment for a secured or unsecured promissory note.

Precious Metals Purchase Investment Authorization & Direction Form

Investment request form for precious metal investments.

Precious Metals Sell Investment Authorization & Direction Form

Investment request form for precious metal investments.

Digital Currency Purchase Investment Authorization & Direction Form

Investment request form for first-time digital currency purchases.

Digital Currency Subsequent Purchase Investment Authorization & Direction Form

Investment request form for subsequent digital currency purchases. Please contact Preferred Trust Company if you have not already purchased digital currency and need to make an initial purchase.

Digital Currency Sell Investment Authorization & Direction Form

Request to sell digital currency assets.