Forms - Texas Precious Metal - Preferred Trust Company

Welcome to Preferred Trust Company, a Texas Precious Metals company partner. You have been brought to this page because you would like to fund your investment at Texas Precious Metals with qualified funds. To get started you will need to open a Self-Directed IRA to make your investment. There are a few options for you listed below. Keep in mind you must fund your account with Preferred Trust Company by transferring qualified funds from either a previous 401k (not currently employed), and/or a current IRA held at a traditional bank/broker. i.e. TD Ameritrade, Fidelity, Schwab, E-Trade etc.

Application Kits

The application can be completed online. Once the application has been submitted, Preferred Trust Company will review the application within 48 hours and follow up with the client as needed.

After completing the Transfer and Conversion Form, you will need to print and physically sign the document. The completed and signed form can be scanned and emailed to info@ptcemail.com or faxed to (702) 946-0136, with “Attention: Client Services”.

Please provide a current statement for the account you will be transferring funds from.

Investment Forms

Once your account is opened, please fill out the form below when you are ready to invest with Texas Precious Metals . As a Self-Directed IRA custodian, Preferred Trust Company is not allowed to authorize and direct any investments without the client’s consent.

Investment Authorization & Direction Form

E-SIGN
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Fee Schedule

Please review the below fee schedule related to your specific investment at Texas Precious Metals.

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New To Self-Directed IRAs

Why Self-Directed?
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How do I transfer funds?

Need further assistance?

Please email info@ptcemail.com and a client services representative will contact you.

© 2023 Preferred Trust Company. 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 COMPANY, 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.

Application Kits

Traditional IRA

Roth IRA

Transfer or Conversion Form

Investment Forms

Investment Authorization & Direction Form

Fee Schedule

New To Self-Directed IRAs

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