Documents

IRA Forms

Downloadable PDFs for opening a new account and servicing an existing one.

Open an Account Talk to a Specialist

New accounts

Open a new account.

New Account: Inherited IRA

For opening an Inherited IRA. Use this form when you are a beneficiary establishing the account at Accuplan.

Download form

All other account types

Open a new self-directed IRA, Solo 401(k), or HSA online. The application takes about ten minutes.

Open an account online

Existing accounts

Service forms.

Pick the category that matches what you are doing. Each form is a downloadable PDF.

Money in

Fund or transfer into your account

Transfer Request Form

For transferring all or part of an IRA from another custodian to Accuplan.

Download form

Money out & ownership

Distributions, conversions, and beneficiary changes

Roth Conversion Form

For moving cash or property from a Traditional IRA to a Roth IRA. Contact us to request this form.

Request Form

Asset Valuation Reporting

For reporting fair market values of assets held in your account.

Download form

Account management

Identity and fee disclosure

Proof of Identity Form

Required under the Bank Secrecy Act and the USA PATRIOT Act before an account can be established.

Download form

Alternative-asset transactions

Precious metals and cryptocurrency

Metals & Cryptocurrency Buy/Sell Form

For buying or selling precious metals or cryptocurrency in your account.

Download form

Need guidance?

Ready to take control of your retirement?

Open a self-directed IRA in minutes and start investing in what you know.

Open an Account