There are three convenient options available for paying your annual Depository Fee. To facilitate payment for this fee, you may opt to make a contribution, transfer funds from another IRA, or, as an alternative, consider liquidating a portion of your Precious Metals holdings.
To make a contribution to your IRA, complete the E-Sign Contribution Form below.
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.
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.
For guidance paying your annual Depository Fee, please contact our Accounting Team by calling 888-990-7892 (Option 5), emailing Accounting@ptcemail.com, or by scheduling a consultation.
© 2025 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.
