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Call Us: 1-800-392-9653
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Self-Directed IRAs

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What is a SDIRA?

Advisors & Issuers

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Overview

For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Learning Center Overview

Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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What We Do

For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Open an Account

401(k) Employer Account Application
Use this form if you wish to open a self-directed 401(k) plan. See 'New 401(k) Account Kit' for full application requirements.
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401(k) Participant Account Application
Complete and submit this form to open your individual 401(k) participant account.
Download PDF
Individual 401(k) Fee Disclosure
Explains fees for individual 401(k) accounts, including annual recordkeeping and plan document fees.
 
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Beneficiary Designation Form
Update your beneficiary designations for your individual 401(k) account.
Download PDF
Employer Sponsored Plan Account Agreement (ESPAA)
Sign and submit this form to agree to the terms of Entrust's individual 401(k) plan on behalf of your employer.
Download PDF

Fund Your Account

Employer Contribution Form
Deposit money into your plan participants' accounts.
Download PDF
Contribution and Deferral Form
As a plan participant in a self-directed 401(k), use this form to make yearly contributions and salary deferrals to your 401(k) account.
Download PDF
Transfer Form

Request a transfer from an existing account or make a transfer contribution to an Entrust account.

Download PDF
Rollover/Direct Rollover Certification Form
Roll funds from retirement account into another.
Download PDF

Buy or Sell an Asset

Real Estate Buy Direction Letter
Purchase real estate property in your account.
Download PDF
Real Estate Note Buy Direction Letter
Purchase notes secured by real estate in your account.
Download PDF
Private Equity Buy Direction Letter
Purchase new private equity assets or add funds to your existing private equity assets using your self-directed 401(k). Some examples include capital investment in joint ventures, startups, or LLCs. You can also use this form for private equity exchanges.
Download PDF
Private Lending Buy Direction Letter
Lend funds using your 401(k). Some examples include secured, unsecured or convertible notes. For real estate notes, please use the Real Estate Note Buy Direction Letter.
Download PDF
Precious Metals Buy Direction Letter
Purchase precious metals in your account.
Download PDF
Real Estate Sell Direction Letter
Sell real estate property held in your individual 401(k).
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals that are owned by individual 401(k).
Download PDF
Note Payoff
Only use this form for your final payment on a private lending or real estate note held in your 401(k). Submitting this form will result in the removal of the asset(s) from your account. If it’s not your final payment, please use the Deposit Coupon instead.
Download PDF
Private Equity Sell Direction Letter
Sell private equity assets held by your individual 401(k).
Download PDF

Manage Your Account

Beneficiary Designation
Change beneficiaries on an existing account.
Download PDF
Change of Contact Information
Use this form to update your contact information, such as your phone number and address on file.
Download PDF
Credit Card Authorization
Credit Card Authorization Form.
Download PDF
Delivery Instructions
Delivery Instructions for The Entrust Group.
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Deposit Transmittal Form
If your self-directed 401(k) has received income from an asset, complete and submit this form to ensure the income is properly categorized in your 401(k) account.
Download PDF
Individual 401(k) Fee Disclosure
Explains fees for full-service 401(k) accounts, including annual recordkeeping and plan document fees.
Download PDF
Interested Party Designation (IPD)
Give a spouse, attorney, or other person access to information regarding your account.
Download PDF
Limited Power of Attorney (LPOA)
Give a spouse, attorney or, other person access to information or control your account.
Download PDF
Participant Distribution Request
Request a distribution of funds or in-kind assets from your individual 401(k).
Download PDF
Participant Precious Metals Distribution Request
Request a distribution of precious metals in-kind from your individual 401(k).
Download PDF

Precious Metals

Precious Metals Buy Direction Letter
Purchase precious metals with your self-directed 401(k).
Download PDF
Precious Metals Depository Form - Dakota Depository Company (Segregated Storage)

Use this form to store your precious metals in segregated storage with the Dakota Depository Company.

Download PDF
Precious Metals Depository Form - Delaware Depository Services Company (Allocated Storage)
Use this form to store your precious metals in allocated storage with Delaware Depository Services Company (DDSC). 
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Precious Metals Depository Form - Delaware Depository Services Company (Segregated Storage)

Use this form to store your precious metals in segregated storage with Delaware Depository Services Company (DDSC). 

Download PDF
Precious Metals Depository Form - Idaho Armored Vaults, LLC (Allocated Storage)
Use this form to store your precious metals in allocated storage with Idaho Armored Vaults, LLC (IAV). 
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Precious Metals Depository Form - Idaho Armored Vaults, LLC (Segregated Storage)

Use this form to store your precious metals in segregated storage with Idaho Armored Vaults, LLC. 

Download PDF
Precious Metals Depository Form - A-M Global Logistics (Allocated Storage)

Use this form to store your precious metals in allocated storage with A-M Global Logistics LLC. 

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Precious Metals Depository Form - A-M Global Logistics (Segregated Storage)

Use this form to store your precious metals in segregated storage with A-M Global Logistics LLC. 

Download PDF
Precious Metals Distribution Request
Take a distribution of precious metals from your 401(k).
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals assets owned by your Entrust individual 401(k).
Download PDF
SmartMetals (GBI, HAA, ASI) Buy Direction Letter
Use this form to send additional funds to your SmartMetals Account. This form is to be used for all Gold Bullion International (GBI) accounts including Hard Assets Alliance (HAA) and Asset Strategies International (ASI).
Download PDF
SmartMetals (GBI, HAA, ASI) Sell Direction Letter
Use this form to sell metals owned by your SmartMetals Account. 
Download PDF

Download PDF & Send Manually

  1. Download the form
  2. Complete the PDF form by typing your information into each field
  3. Print and sign form
  4. Submit form via fax, email, or mail:
Fax: (510) 587-0960
Email: Forms@TheEntrustGroup.com
Mail: The Entrust Group
555 12th Street
Suite 900
Oakland, CA 94607