Toll-Free (866) 447-6598


(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)

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

Last Name

Important Information You Need to Know About Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each individual that opens an account.

What This Means for You

When you open an account, we will ask for your name, address, date of birth, and other information that allows us to identify you.  We will ask to see your driver’s license or passport or perhaps other identifying documents.

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.   Your Safety & Security Are Important To Us.  If you wish to mail your documents, 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


uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.