Credit Card Payment or Bank Deduction
Securely pay your Administration Fee by using your credit card or authorizing a direct withdrawal from your bank account.
For credit card payments or bank deductions, complete the E-Sign Optional Payment Instructions Form.
To transfer funds from another IRA to Preferred Trust, complete the Transfer or Conversion Form.
Transfer requests require a physical signature, electronic signatures are not acceptable. Please print and sign the form and return it to Preferred Trust via email to ClientService@ptcemail.com. Transfer requests are processed within two business days and funds can take up to two weeks to receive from your current custodian.
Sell a Portion of Your Precious Metals
To begin the sale process, please contact your precious metals dealer to negotiate the sale price. They will help you complete the necessary forms that will be provided to Preferred Trust to complete the sale. The process to sell your precious metals will take a few weeks so plan accordingly and initiate the process before the payment deadline.