Open an Account

Applications

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

Self Directed Traditional IRA Application
Self Directed Roth IRA Application
Self Directed SEP IRA Application
Self Directed Simple IRA Application
Self Directed Solo(k) Application
Self Directed Inherited IRA Application
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 Administration@uDirectIRA.com 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 www.HushMail.com or some other e-mail encryption service.

Have questions? Call (714) 831-1866 or by e-mail at Administration@uDirectIRA.com