You will discover all the resources you need right here to initiate the process of establishing your Self-Directed IRA (SD IRA). If you prefer to start this journey independently, the following steps will lead you through the process. Alternatively, if you would like assistance from our Client Service Team, simply pause at step one and arrange a consultation with one of our team members.
If you’re confident in your ability to begin without assistance, proceed to step two. There, you will choose the type of SD IRA account you would like and complete the application.
Select and complete the online application for your preferred account type. Your personal information stays safe and secure with our encrypted digital forms.
In preparation of completing the application you will need the following information readily available: information from your government issued photo ID, your beneficiary contact info, DOB, SSN, and share percentage, and your bank account and routing number if you elect automatic contributions.
TRADITIONAL IRA ONLINE APPLICATION TRADITIONAL IRA PDF APPLICATION
ROTH IRA ONLINE APPLICATION ROTH IRA PDF APPLICATION SEP IRA ONLINE APPLICATION SEP IRA PDF APPLICATION
The next step in the process involves transferring funds into your SD IRA. You have the option to proceed with that step independently, or a member of our Client Service Team will be in touch with you within two business days.
To transfer funds from another IRA to Preferred Trust, complete the form below. Transfer requests require a physical signature, electronic signatures are not acceptable. To expedite processing, please print and sign the form and return it to Preferred Trust via email to ClientService@ptcemail.com.
If you have another qualified plan, such as a 401K, you must reach out to Preferred Trust to precede with funding your account.
Once you’ve been notified by Preferred Trust that your funds have been received and your account is open and funded, you can proceed to step four. You have the choice to continue independently, or a member of our Investment Team will contact you to facilitate the funding of your investment.
Direct transactions to and from your SD IRA by using the forms below.
Forms to Purchase:
E-Sign - Precious Metals Purchase Investment Authorization & Direction Form PDF - Precious Metals Purchase Investment Authorization & Direction Form
Forms to Sell:
E-Sign - Precious Metals Sell Investment Authorization & Direction Form PDF - Precious Metals Sell Investment Authorization & Direction Form
Congratulations! You have taken a step toward financial independence by using your retirement funds to invest in alternatives. Don’t forget to use the online portal to access your account to monitor your investment(s) and transactions.
Our Client Service Team is ready to help! Call us at 888.990.7892 (option 2) or email ClientService@ptcemail.com.
© 2023 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
