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INFORMATION
ACCOUNT APPLICATION KITS
FUNDING


INFORMATION

Info Kit
This kit contains everything you need to know about establishing a new account.

Fee Schedule
Fee Schedule for Traditional, Roth, SEP and SIMPLE Accounts, along with CESA and HSAs

Privacy Policy
View our Privacy Policy Statement


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ACCOUNT APPLICATION KITS

COVERDELL EDUCATIONAL SAVINGS ACCOUNT (CESA)
HEALTH SAVINGS ACCOUNT (HSA)
INDIVIDUAL 401(k)
ROTH IRA
SEP IRA
SIMPLE IRA
TRADITIONAL IRA


COVERDELL EDUCATIONAL SAVINGS ACCOUNT (CESA)

Coverdell Education Savings Account Application
This form may be used to establish a Coverdell Educational Savings Account


HEALTH SAVINGS ACCOUNT (HSA)

Health Savings Account Application
This form may be used to establish a Health Savings Account


INDIVIDUAL 401(k)

Individual 401(k) Application
This form may be used to begin establishing an Individual 401(k). Please contact iPlanGroup at 855-604-7526 to obtain additional documents related to establishing an Individual 401(k)


ROTH IRA

Roth Account Application Kit
This kit may be used to establish a Roth IRA, as well as to request a transfer

Roth Custodial Account Agreement
Use this form to view the Roth Individual Retirement Custodial Account Agreement


SEP IRA

SEP Account Application Kit
This kit may be used to establish a SEP IRA, as well as to request a transfer

5305 SEP
Use this form to view the 5305 SEP


SIMPLE IRA

SIMPLE Account Application Kit
This kit may be used to establish SIMPLE IRA, as well as to request a transfer

SIMPLE Custodial Account Agreement
Use this form to view the SIMPLE Individual Retirement Custodial Account Agreement


TRADITIONAL IRA

Traditional Account Application Kit
This kit may be used to establish a Traditional IRA, as well as to request a transfer


FUNDING

Contribution/Rollover Deposit Slip
This deposit slip may be used to deposit a contribution or rollover into your iPlanGroup retirement account

Transfer, Rollover & Conversion Guide
Use this guide to determine if and how your existing retirement account may moved to a self-directed retirement account

Account Transfer Request Form
Use this form to transfer some or all assets from another firm to iPlanGroup

MAINTENANCE
FUNDING AND DISTRIBUTION


MAINTENANCE

Account Maintenance Form
Use to change your contact info or security information for your account

Agent Authorization Form
This form may be used to appoint a designated representative to discuss account/investment related information

Credit Card Authorization Form
Use to change your credit card info for your account

International Wire Transfer
Use for International Wire Transfers

IRA Beneficiary Designation Form
Use to add or change beneficiary for your IRA

Roth Conversion Form
Use to convert funds from a Traditional IRA to a Roth IRA

Signature Authorization Form
Use this form to direct iPlanGroup to sign documents on behalf of your Self-Directed Retirement Account

Viewing your iPlanGroup Account Online
This simple PDF guide will assist you in navigating through your account through our online access portal


FUNDING AND DISTRIBUTIONS

Brokerage Deposit Slip
Use this form to instruct iPlanGroup to move funds to or from your TD Ameritrade account

Contribution/Rollover Deposit Slip
This deposit slip may be used to deposit a contribution or rollover into your iPlanGroup retirement account

Distribution Request Form
Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Individual (k), CESA or HSA account

IRA Beneficiary Distribution Election Form
Use this form to elect a distribution from an inherited Traditional IRA, Roth IRA, SEP or SIMPLE IRA

Transfer, Rollover & Conversion Guide
Use this guide to determine if and how your existing retirement account may moved to a self-directed retirement account

Account Transfer Request Form
This form may be used to request a transfer of assets or funds from an existing retirement account into a self-directed retirement account with iPlanGroup

Wire and ACH Instructions
Use to send funds by wire or ACH to your iPlanGroup account

INVESTMENT BUY AUTHORIZATION FORMS – BY TYPE
INVESTMENT BUY RELATED FORMS


INVESTMENT BUY AUTHORIZATION FORMS – BY TYPE

ENTITY
GENERAL
PRECIOUS METALS
PROMISSORY NOTE
REAL ESTATE
TAX LIENS
TD AMERITRADE BROKERAGE ACCOUNT


ENTITY

Entity Investment Authorization Kit
Use this form to invest your IRA funds in a privately held company

Entity Investment Issuer Worksheet
This form is to be completed on behalf of the investment issuer when funding a new entity investment


GENERAL

General Investment Authorization Form
Use this form to instruct iPlanGroup to fund a general investment


PRECIOUS METALS

Precious Metals Investment Authorization Form
Use this form to instruct iPlanGroup to fund a precious metals investment


PROMISSORY NOTE

Promissory Note Investment Kit
Use the form when lending funds from your IRA

Promissory Note Servicer Certification Form
This form is to be completed by the authorized representative assigned to service your promissory note investment


REAL ESTATE

Real Estate Investment Authorization Kit
Buy Real Estate with Your IRA


TAX LIENS

Tax Lien Investment Authorization Form
Use this form to instruct iPlanGroup to fund a tax lien investment

Tax Lien Assignment Investment Authorization Form
Use this form if your iPlanGroup Account is being assigned existing tax liens in which your account is purchasing via an individual or auction.


TD AMERITRADE BROKERAGE ACCOUNT

Brokerage Deposit Slip
Use this form to receive funds from your TDA account and send funds from your iPlanGroup account

Limited Trading Authorization
This for is used for Limited Trading on purchases and sales of securities

Options Upgrade
Use this form to request the ability to write covered calls and/or purchase options


INVESTMENT BUY RELATED FORMS

Agent Authorization Form
This form may be used to appoint a designated representative to discuss account/investment related information

International Wire Form
Use for International Wire Transfers

Investment Authorization Supporting Document Reference List
This document will show you a list of supporting documents required based on the type of asset in which you are investing

Signature Authorization Form
Use this form to direct iPlanGroup to sign documents on behalf of your Self-Directed Retirement Account

INVESTMENT MAINTENANCE FORMS

Agent Authorization Form
This form may be used to appoint a designated representative to discuss account/investment related information

Expense Payment Authorization Form
Use this form to pay for an expense related to an asset held in your account, or to cancel an existing monthly/annual payment

Investment Authorization Supporting Document Reference List
This document will show you a list of supporting documents required based on the type of asset in which you are investing

Investment Payment Deposit Slip
This form is to be sent along with (or prior to the arrival of) a payment deposit related to an investment held within the account. (ie: Rental Income)

iPlanGroup Wire and ACH Instructions
Use to send funds by wire or ACH to your iPlanGroup account

Uncollectible Note Form – Unsecured Notes
Use to advise iPlanGroup that your Unsecured Promissory Note is Uncollectible

Fair Market Valuation Form
Use this form to provide iPlanGroup with a current fair market value on any assets held within your account

INVESTMENT SALE AUTHORIZATION FORMS

Entity Sale Authorization Form
Use this form to remove an entity investment from your account due to a full or partial redemption or sale

General Sale Authorization Form
Use this form to remove, in full or part, a general investment.

Promissory Note Satisfaction Form
Use this form when your promissory note is being satisfied in partial or full

Real Estate Sale Authorization Form
Use this form if you are partially or fully selling your real estate

Tax Lien – Tax Deed Redemption or Sale Authorization Form
Use this form to sell/redeem tax liens/deeds

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