Applications

(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 – No digital signatures.  We need pages 1,3,5,20,22&23)
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 other retirement account
5. W-9 Form HERE

(No electronic signatures, please)

To expedite the opening of your account, upload your completed, signed application and a copy of your ID to our online portal HERE or fax to (866) 538-3539.   Our email is info@uDirectIRA.com.  Safety & Security:  We recommend you send your original application and enclosures via PRIORITY MAIL or some other trackable mail service to:  8 Corporate Park, Ste 210, Irvine, CA 92606