Open an Account


(You can save the completed application to your computer if you upgrade to Acrobat 8 Professional or newer).

To Open an Account We Need
  1. Application. (Printed single-side only, not front & back)
  2. Copy of your driver’s license or passport
  3. Check for $50 for the set-up fee (made payable to uDirect IRA Services)*
  4. Copy of the statement from your current IRA or 401(k) account
  5. W-9 Form HERE

(No electronic signatures, please)

*You can pay the $50 fee by credit card using PayPal (below)

Last Name

To expedite the opening of your account, fax your completed, signed application and a copy of your ID to (866) 538-3539. If you wish to scan your application, please include your ID and e-mail your PDF to then mail your originals.

Safety & Security: We recommend you send your original application and enclosures via PRIORITY MAIL or some other trackable mail service to: uDirect IRA Services, 8 Corporate Park, Suite 210, Irvine, CA 92606. When e-mailing your application you may want to use or some other e-mail encryption service.

Have questions? Call (714) 831-1866 or by e-mail at