Skip to content
  • Forms
  • Contact
  • Call 800.425.0653
  • Client Login
  • Open Account

Advanta IRA

  • Self-Directed IRA
        • Self-Directed IRA

          Self-directed IRAs are powerful retirement plans that allow account owners to use alternative investments, such as real estate and private equity, to build retirement wealth.

        • Advanta-self-directedi-IRA-SD-IRA
          • What Is a Self-Directed IRA?
          • Types of Accounts
          • How much does it cost?
          • Resources
          • FAQs
        • Advanta-self-directedi-IRA-Alternative-Investments
          • IRA Alternative Investments
          • Real Estate
          • Private Lending
          • Checkbook IRA
          • Private Placements
          • Cryptocurrency
          • Other Investments
        • Advanta-self-directedi-IRA-Rules-and-Regulations
          • Rules & Regulations
          • Prohibited Transactions
          • Contributions
          • Transfers & Rollovers
          • UBIT & UDFI
  • Real Estate IRA
        • Real Estate IRA

          Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.

          • What is a Real Estate IRA?
          • Real Estate IRA LLC
          • Partnering Funds
          • Non-Recourse Loans
          • Rules & Regulations
          • FAQs
        • Advanta-self-directedi-IRA-Real-Estate-Investments
          • Real Estate Investments
          • Notes & Mortgages
          • Rental Property
          • Rehab & Flips
          • Tax Liens & Deeds
          • Commercial & Multifamily Property
          • Raw Land
  • Resources
        • Resources

          Blogs, events, videos, case studies, rules and forms—find all of the tools and resources you need to take control of your retirement funds and invest with confidence.

          • Resources
          • Events
          • Blog
          • Case Studies & eBooks
          • Video Library
          • Professional Resources
          • Rules & Regulations
          • FAQs
          • Forms
        • Advanta-self-directedi-IRA-Resrouces
  • Why Advanta IRA
        • About Us

          Advanta IRA provides unparalleled customer service, an innovative learning platform, and industry expertise to help you self-direct your retirement funds and successfully invest.

          • Why Advanta IRA
          • The Advanta IRA Advantage
          • History
          • Mission & Values
          • Our Team
          • Testimonials
        • Advanta-self-directedi-IRA-Why-AdvantaIRA
  • Advisors & Professionals
        • Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.

          • Advisors & Professionals
          • Capital Raisers
          • Crowdfunding
          • CPAS, Tax Advisors & Attorneys
          • Agents & Brokers
          • Third-Party Administrators
          • Investors & Syndicators
          • Financial Advisors
          • Cryptocurrency Providers
          • Resources
        • Advanta-self-directedi-IRA-dvisors-and-Professionals
  • Get Started
  • Events
  • Client Login

Forms

Home › Resources › Forms

Forms and Fee Schedule

Please use the forms below to open an account, make changes to an existing account, or instruct Advanta IRA to purchase an investment with your self-directed IRA. You will also find our fee schedule. If you have any questions, please give us a call 800.425.0653.

Woman-Researching-Laptop-Advanta-IRA-Forms

  • Open a New Account
  • Make a New Investment
  • Maintain Your Account
  • Fee Schedule

Advanta IRA General IRA Application

Individual 401(k) Application

HSA Application

ESA Application

Futures and Forex Application

Recordkeeping Application

Real Estate Purchase Authorization Form

Notes Purchase Authorization Form

Private Placements Purchase Authorization Form

Precious Metals Purchase Authorization Form

Trading Account Purchase Authorization Form

Fair Market Valuation Form

Transfer Form

Sale Authorization Form

Roth Conversion Form

Rollover Certification Form

Qualified Plan Distribution Form

Limited Power of Attorney Form

Distribution Form

Interested Party Designation Form

Deposit Coupon

Change of Address

Beneficiary Change

Payment Authorization Form

Advanta IRA Fee Schedule

Latest News

Bright pink and blue homes on a lush, green landscaped corner are examples of off-market real estate.

5 Ways to Find Off-Market Real Estate Investments

Self-directed HSAs

Why Consider a Self-Directed Health Savings Account?

Pretty blonde female business owner at desk talking on the phone and smiling.

The Self-Directed Solo 401(k) for Small Business Owners

Sign Up for Our E-News Today

Self-Directed IRA Plans

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Individual 401(k)
  • Qualified Recordkeeping
  • SIMPLE IRA
  • Health Savings Account (HSA)
  • Education Savings Account (ESA)

Alternative Investments

  • Real Estate
  • Private Lending
  • Checkbook IRA
  • Private Placements
  • Cryptocurrency
  • Other Investments

Forms & Guidelines

  • Forms
  • Rules & Regulations
  • Contributions

Company

  • Why Advanta IRA
  • Our Custodian
  • Careers
  • Our Team
  • Open an Account
  • Client Login
  • Call 800.425.0653
  • Email Us
  • Privacy Policy
  • Terms of Use
  • Disclaimer
© 2021 Advanta IRA | Site by Going Interactive
Operations Update:

Click here for COVID-19 information, IRS deadlines, and other updates to our office operations.