Application Kits

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Self-Directed
Traditional IRA

ESIGN THE APPLICATION

DOWNLOAD THE APPLICATION

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Self-Directed SEP

(Simplified Employee Pension) IRA

ESIGN THE APPLICATION

DOWNLOAD THE APPLICATION

simple ira

Self-Directed

SIMPLE IRA

Savings Incentive Match Plan for Small Businesses and the Employees

DOWNLOAD THE APPLICATION KIT

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Once you have selected the type of self-directed IRA you would like to open, Traditional, Roth, SEP or SIMPLE, the application can be completed online via Adobe E-Sign or by downloading the application kit in a PDF format. You must have the following information to be able to complete the application process:

  • A valid government issued photo ID
  • Your beneficiary’s information (name, relationship, SSN, address, percentage designation)

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Online Adobe E-Sign applicants:

Once we receive your application you will receive an email with additional instructions and the Transfer Request form. Please be prepared with a statement from your current Financial Institution.

 

PDF applicants:

Once complete please send the entire application kit to Preferred Trust Company. You may submit the forms via U.S. mail to:

Preferred Trust Company, LLC
Attn: New Accounts
2140 E. Pebble Road, Suite 140
Las Vegas, NV 89123

You may also send the forms via email to info@ptcemail.com.

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Need assistance?
Our Client Service representatives are available to assist you Monday – Thursday from 8 am – 5 pm PST and Friday from 8 am – 4:30 pm PST. You can call TOLL FREE 888.990.7892 OPT 1 or email us at info@ptcemail.com.