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Self-Directed IRAs

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What is a SDIRA?

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 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.

Self-Directed IRAs

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Empowering investors with more investment freedom.

How Do I Start?

Open an Account

New Account Kit
Use this kit if you wish to open an account; Traditional, Roth, SEP, SIMPLE. Includes instructions, application form, fee disclosure, and funding forms.
Complete Form Online Download PDF
Education Savings Account (ESA)
Use this application if you wish to open a Coverdell Education Savings Account.
Download PDF
General Account Application Form
Use this form if you wish to open an account; Traditional, Roth, SEP, SIMPLE. See 'New Account Kit' for full application requirements.
Complete Form Online Download PDF

Fund Your Account

Deposit Coupon (cash contribution)
Deposit money into your account.
Complete Form Online Download PDF
Rollover/Direct Rollover Certification Form
Roll funds from one individual retirement account into another.
Complete Form Online Download PDF
Transfer Form

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

Complete Form Online Download PDF

Make an Investment

Real Estate Buy Direction Letter
Purchase real estate property in your account.
Complete Form Online Download PDF
Real Estate Purchase Process Kit
This kit contains instructions and forms required for making a real estate purchase with your IRA.
Download PDF
Real Estate Notes Buy Direction Letter
Purchase notes secured by real estate in your account.
Download PDF
Real Estate Auction Kit
Use this kit to purchase a real estate property at auction. 
Download PDF
Private Equity Buy Direction Letter
Purchase new private equity assets or add funds to your existing private equity assets using your SDIRA. Some examples include capital investment in joint ventures, startups, or LLCs. You can also use this form for private equity exchanges.
Complete Form Online Download PDF
Private Lending Buy Direction Letter
Lend funds using your SDIRA. Some examples include secured, unsecured or convertible notes. For real estate notes, please use the Real Estate Note Buy Direction Letter. 
Complete Form Online Download PDF
Precious Metals Buy Direction Letter
Purchase precious metals in your account.
Download PDF

Sell an Asset

Real Estate Sell Direction Letter
Sell real estate property held in your account.
Download PDF
Precious Metals Sell Direction Letter
Sell precious metals that are owned by your account.
Download PDF
Note Payoff
Use this form for your final payment on a private lending or real estate note only. 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 currently held by your SDIRA.
Download PDF

Asset Maintenance

Fair Market Valuation (FMV)
Fair Market Valuation Instructions and FAQs included. A fair market valuation is used to change or assign value of an asset in your account. A fair market valuation must be submitted on a yearly basis to ensure proper tax reporting. Other instances when a FMV is required are: taking an in-kind distribution, converting an asset held in a tax-deferred account to a post-tax account, converting an entire tax-deferred account to a post-tax account or demonstrating an asset no longer has value.
Complete Form Online Download PDF
One-Time Payment Authorization Letter
Pay expenses incurred by an asset owned by your account.
Complete Form Online Download PDF
Recurring Payment Authorization Letter

Pay expenses incurred by an asset owned by your account.

Complete Form Online Download PDF

Manage Your Account

Apply for Your Own Employer Identification Number (EIN)
Here are instructions on how to apply for your own IRA Employer Identification Number (EIN)
along with screenshots and a link to the IRS site.
Download PDF
Beneficiary Designation
Change beneficiaries on an existing account.
Complete Form Online Download PDF
Change of Contact Information
Use this form to update your contact information, such as your phone number and address on file.
Complete Form Online Download PDF
Credit Card Authorization
Credit Card Authorization Form.
Complete Form Online Download PDF
Delivery Instructions
Delivery Instructions for The Entrust Group.
Download PDF
One-Time Distribution Form

Take a one-time distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.

Complete Form Online Download PDF
Recurring Distribution Form

Take a recurring distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.

Complete Form Online Download PDF
General Fee Disclosure
Explains fees for Traditional, Roth, SEP, SIMPLE, ESA and HSA accounts.
Download PDF
Interested Party Designation (IPD)
Give a spouse, attorney, or other person access to information regarding your account.
Complete Form Online Download PDF
Limited Power of Attorney (LPOA)
Give a spouse, attorney or, other person access to information or control your account.
Complete Form Online Download PDF
Qualified Retirement Plan Employer Contribution Form
Use this form to accompany employer made contributions to Qualified Retirement Plans.
Download PDF
Qualified Retirement Plan Participant Distribution Request
Request a distribution from your qualified retirement account (401k, 403b, 457b plans).
Download PDF
Recharacterization
Use this form to make an irrevocable election to recharacterize your IRA contribution.
Download PDF
Roth Conversion
Convert your current IRA or employer sponsored plan assets to a Roth IRA.
Complete Form Online Download PDF
SIMPLE IRA Annual Summary Description (For Existing Plans)
Employers should use this form to provide information on an existing SIMPLE Plan to employees.
Download PDF
Spousal Consent
Use this form to confirm spousal beneficiary designation.
Download PDF
Wire Instructions
Wire money from your account to another account.
Download PDF

Precious Metals Forms

PM Buy Direction Letter
Purchase precious metals.
Download PDF
PM Depository Form - Dakota Depository Company (Segregated storage)

Use this form to select Dakota Depository Company (DDC) as the depository for your precious metals. 

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

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

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

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

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

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

Download PDF
PM Depository Form - A-M Global Logistics (Segregated Storage)

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

Download PDF
One-Time Distribution Form
Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings account.
Download PDF
Goldmoney Sell Direction Letter
Use this form to liquidate some or all of your Goldmoney holdings and authorize funds to be returned back to your Entrust IRA’s undirected cash balance.
Download PDF
Goldmoney Buy Direction Letter
PM Sell Direction Letter
Sell an asset that is owned by your Entrust account.
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

Complete Your Forms Online

Go To Client Portal

or

Via the Entrust App

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or

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