Step 3: Transfer or Convert Funds
Initiate a Transfer or Conversion
Use this form to transfer funds from another IRA to your Preferred Trust Company account, or convert funds from a qualified retirement plan to your IRA.
Transfers and conversions require a physical signature. After completing the form, please print and sign it, then scan and email to our Client Services team at info@ptcemail.com.
Step 4: Complete Your Investment
Direct a Transaction From Your IRA Account
Use this form to direct transactions to and from your self-directed IRA. If you would like your Turbine Capital representative to have access to your IRA account information, you can provide that info here.
E-SIGN - Investment Direction & Authorization Form