Application Kits

You can establish your Traditional/ROTH Self-Directed IRA by downloading and filling out the application below.

Once the application has been submitted, Preferred Trust Company will review the application within two business days and follow up with you directly with an introductory call.

Traditional IRA

Roth IRA

SEP IRA

IRA Intake Form

All submitted applications must contain an intake form in order for account documents to be reviewed.

Transfer or Conversion Form

After completing the Transfer or Conversion From, you will need to print and physically sign the document. The completed and signed form can be scanned and emailed to info@ptcemail.com or faxed to (702) 946-0136 to “Attention: Client Services”.

To minimize delays in the transferring of funds, Preferred Trust Company recommends providing a copy of the current statement for the account you will be transferring funds from to confirm all information completed on the Transfer of Conversion Form is accurate.

Transfer or Conversion Form

Fee Schedule

Investment Forms

Invest in precious metals using your Self-Directed IRA.

Precious Metals Purchase Investment Authorization & Direction Form

Precious Metals Sell Investment Authorization & Direction Form

Schedule a Consultation with Preferred Trust Company

Need further assistance?

Please contact us at 1.888.990.7892, email us at info@ptcemail.com, or chat with us live online.