AdvantaIRA Trust, LLC

Please note, if you have been talking to an Advanta IRA representative about opening an account, it is important to download and mail account forms to that particular office.  Be sure to double-check the office address before mailing your forms.

 

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IRA FORMS

Below are the forms to open a self-directed IRA along with other necessary forms for certain transactions. Please complete the forms and mail the documents with original signatures.

TRADITIONAL IRA APPLICATION
Use this form to open a traditional IRA. This form can also be used to open a health savings account.
ROTH IRA APPLICATION
Use this form to open a Roth IRA. This form can also be used to open a health savings account.
SEP IRA APPLICATION
Use this form to open a SEP IRA. This form can also be used to open a health savings account.
TRANSFER FORM
Use this form to request a direct transfer of funds from your current custodian. Please remember to include a copy of a recent statement.
FEE DISCLOSURE Please complete this form and include it with your new application.
FUTURES/FOREX FEE DISCLOSURE  Please complete this form and include it with your new application.
PRECIOUS METALS FEE SCHEDULE Please complete this form and include it with your new application.

TRANSACTION FORMS

Below are the forms needed when directing your IRA to make a payment, transfer funds, buy or sell. Click the appropriate link, complete the form and send to our office for excution of the direction.

BUY DIRECTION FORMS

REAL ESTATE
Raw Land, Rental Property, Commercial Property, Mobile Homes, Tax Liens, Tax Deeds
PRECIOUS METALS/GOLD
Physical Gold, Silver or Platinum
PRIVATE PLACEMENTS/LLCS
LLCs, LLPs, Private Stock, Trusts, CDs
FUTURES/FOREX
Commodity Futures, Foreign Currencies, and Equity Brokerage Accounts
NOTES
Mortgages, Deeds of Trust, Unsecured Notes, Debentures, Equity Participation

SELL DIRECTION FORMS

SALE OF ANY TYPE OF ASSET
Complete this form to begin the process of selling an investment within your account. Additional documentation may be required to complete the sale of the asset.
TRADING ACCOUNT WITHDRAWAL AUTHORIZATION

Complete this form to begin the process of selling or withdrawing from a trading account within your IRA

OTHER FORMS

CHANGE OF ADDRESS FORM
Use this form to change your address, phone number, or email address on file with Advanta IRA. When changing your physical or mailing address, please include a copy of a utility bill, cable bill, driver’s license, or a recent bank statement.
TRANSFER FORM
Use this form to request a direct transfer of funds from your current custodian. Please remember to include a copy of a recent statement.
DISTRIBUTION FORM
Use this form to make a withdrawal from your account.
PAYMENT AUTHORIZATION FORM
Use this form to instruct Advanta to make a payment out of your account relating to an asset already owned within your account. Please also attach a copy of the invoice or bill relating to the payment to be made. This form cannot be used to direct us to purchase a new investment.
ROLLOVER CERTIFICATION
This form must be included to document a direct rollover from an employer’s plan (401k, 403b, 457, TSP, etc.) or to document a 60-day rollover from another IRA. You must contact your other custodian to initiate the rollover
CHANGE OF BENEFICIARY FORM
Use to make a change to the named beneficiaries on your account. Please note that if naming a trust as a beneficiary, you must supply either an excerpt of the trust, or the first and last pages.
DEPOSIT COUPON
This form must be completed in order for us to accept funds into your account.
INTERESTED PARTY DESIGNATION FORM
Use this form to name an individual who may contact us and received information regarding your account. Please note that this form must be completed to allow a spouse or financial advisor to receive any information regarding your account. This form DOES NOT give the named party the ability to direct any activity within your account.
POWER OF ATTORNEY FORM
Use this form to nominate an individual who will have the ability to make investments and decisions regarding your account. This form must be notarized for your signature, and will not give the named individual the ability to direct distributions or transfers out of your account.
VALUATION FORM
Use this form to notify AdvantaIRA of the values of any asset within your IRA account.

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