{"id":10410,"date":"2020-01-22T22:10:48","date_gmt":"2020-01-22T22:10:48","guid":{"rendered":"https:\/\/udirectira.com\/?page_id=10410"},"modified":"2024-03-29T18:48:35","modified_gmt":"2024-03-29T18:48:35","slug":"ira-forms","status":"publish","type":"page","link":"https:\/\/udirectira.com\/ira-forms\/","title":{"rendered":"IRA Services Forms"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=&#8221;.vc_custom_1579729891515{margin-top: 100px !important;}&#8221;][vc_column width=&#8221;1\/4&#8243;][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1579731038141{margin-bottom: 25px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 22px; font-weight: 600; color: #222;\">Forms<br \/>\n<\/span><\/p>\n<p>[\/vc_column_text][vc_column_text]Get help at (714) 831-1866 or by e-mail at\u00a0<a title=\"email Administration@uDirectIRA.com\" href=\"mailto:Administration@uDirectIRA.com\">Administration@uDirectIRA.com<\/a><\/p>\n<ul>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-TRAD-SEP-Simple_v2-App-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Traditional IRA application<\/a><\/li>\n<li><a title=\"Roth IRA application\" href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-ROTH_v2-App-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Roth IRA application<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2022\/03\/uDirect-one.K-App-v.13c-20220222.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Solo(k) application<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-TRAD-SEP-Simple_v2-App-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">SEP IRA application<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-TRAD-SEP-Simple_v2-App-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Simple IRA application<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2015\/05\/uDirectApplication091609.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Spousal IRA application<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-INHERITED_v2-App-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Inherited IRA application<\/a><\/li>\n<li><a title=\"Transfer Form\" href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2024\/03\/uDirect-Transfer-Request-Form-Fillable-2024.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Rollover\/Transfer form<\/a><\/li>\n<li><a title=\"Buy Sell Direction Letter\" href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2022\/08\/uDirect-DOI-Form-FILLABLE-081822.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Investment Direction Form (Buy Direction Letter)\/DOI<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2015\/05\/uDirectProof_of_Identity_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Proof of Identity Form<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2018\/07\/Third_Party_Auth_POA_for_Advisors-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">3rd Party\/Advisor Directive<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2024\/03\/uDirect-Contribution-Form-2024.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Contribution Form<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2024\/01\/uDirect-Roth-Conversion-Form-2024.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Roth Conversion Form for Cash Assets<\/a><\/li>\n<li>Roth Conversion Form for Non-Cash Assets (call 714-831-1866)<\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-Beneficiary-Form-12-27-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Beneficiary Change Form<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2021\/12\/REVISED-Jobs-Form-12-27-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Authorization to Execute<\/a><\/li>\n<li><a href=\"https:\/\/udirectira.com\/wp-content\/uploads\/2017\/09\/Account-Valuation-Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Account Valuation Form<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/4&#8243;][\/vc_column][vc_column][vc_empty_space][vc_column_text]At UDirect IRA, we provide everything needed to successfully get started on your self-directed IRA. Our dedicated team takes the time to work directly with you to ensure you have the correct IRA service forms that will allow you to gather everything needed. With the help of self-directed IRA services, you can take control of your retirement plans\u2014simply fill out IRA forms to begin. Whether this is a new process for you or you have prior experience with self-directed IRAs, we walk you through every step of the process. Experience the difference in quality services with our team and find the right IRA services forms to help you be successful.[\/vc_column_text][\/vc_column][\/vc_row][vc_row disable_element=&#8221;yes&#8221; css=&#8221;.vc_custom_1577393538512{padding-top: 20px !important;padding-bottom: 100px !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1482908698153{padding-top: 40px !important;}&#8221; offset=&#8221;vc_col-lg-3 vc_col-md-3&#8243;]<div class=\"amwal-counter  dark-text\">\r\n\t\t\t\t <span class=\"b-icon icon-stats-bars\"><\/span><span class=\"counter\">460<\/span><div class=\"desc\">Cases completed<\/div>\r\n\t\t\t<\/div>[\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1482908764256{padding-top: 40px !important;}&#8221; offset=&#8221;vc_col-lg-3 vc_col-md-3&#8243;]<div class=\"amwal-counter  dark-text\">\r\n\t\t\t\t <span class=\"b-icon icon-users\"><\/span><span class=\"counter\">29<\/span><div class=\"desc\">Consultants<\/div>\r\n\t\t\t<\/div>[\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1482908811936{padding-top: 40px !important;}&#8221; offset=&#8221;vc_col-lg-3 vc_col-md-3&#8243;]<div class=\"amwal-counter  dark-text\">\r\n\t\t\t\t <span class=\"b-icon icon-trophy\"><\/span><span class=\"counter\">18<\/span><div class=\"desc\">Awards winning<\/div>\r\n\t\t\t<\/div>[\/vc_column][vc_column width=&#8221;1\/2&#8243; offset=&#8221;vc_col-lg-3 vc_col-md-3&#8243; css=&#8221;.vc_custom_1482908822201{padding-top: 40px !important;}&#8221;]<div class=\"amwal-counter  dark-text\">\r\n\t\t\t\t <span class=\"b-icon icon-library\"><\/span><span class=\"counter\">50<\/span><div class=\"desc\">Years of Experiences<\/div>\r\n\t\t\t<\/div>[\/vc_column][\/vc_row][vc_row disable_element=&#8221;yes&#8221; css=&#8221;.vc_custom_1577393541833{padding-top: 50px !important;padding-bottom: 50px !important;background-color: #0a2c4e !important;}&#8221;][vc_column]<div class=\"amwal-clients  clients-style-2 hide-border-img hide-navigation hide-pagination\"><div class=\"owl-client-list row\" id=\"clients-carousel-662cb80b4008f\"><div class=\"client-item col-md-3 col-sm-6 col-xs-12\"><a class=\"image-item\" href=\"\" target=\"_self\"><img decoding=\"async\" class=\"img-responsive partner-img lazyload\" alt=\"9318\"  data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client1.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 142px; --smush-placeholder-aspect-ratio: 142\/127;\"><noscript><img decoding=\"async\" class=\"img-responsive partner-img\" alt=\"9318\"  src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client1.png\"><\/noscript><\/a><\/div> <div class=\"client-item col-md-3 col-sm-6 col-xs-12\"><a class=\"image-item\"  target=\"_self\"><img decoding=\"async\" class=\"img-responsive partner-img lazyload\" alt=\"9319\"  data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client2.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 142px; --smush-placeholder-aspect-ratio: 142\/127;\"><noscript><img decoding=\"async\" class=\"img-responsive partner-img\" alt=\"9319\"  src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client2.png\"><\/noscript><\/a><\/div> <div class=\"client-item col-md-3 col-sm-6 col-xs-12\"><a class=\"image-item\"  target=\"_self\"><img decoding=\"async\" class=\"img-responsive partner-img lazyload\" alt=\"9320\"  data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client3.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 142px; --smush-placeholder-aspect-ratio: 142\/127;\"><noscript><img decoding=\"async\" class=\"img-responsive partner-img\" alt=\"9320\"  src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client3.png\"><\/noscript><\/a><\/div> <div class=\"client-item col-md-3 col-sm-6 col-xs-12\"><a class=\"image-item\"  target=\"_self\"><img decoding=\"async\" class=\"img-responsive partner-img lazyload\" alt=\"9321\"  data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client4.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 142px; --smush-placeholder-aspect-ratio: 142\/127;\"><noscript><img decoding=\"async\" class=\"img-responsive partner-img\" alt=\"9321\"  src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client4.png\"><\/noscript><\/a><\/div> <div class=\"client-item col-md-3 col-sm-6 col-xs-12\"><a class=\"image-item\"  target=\"_self\"><img decoding=\"async\" class=\"img-responsive partner-img lazyload\" alt=\"9322\"  data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client5.png\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 142px; --smush-placeholder-aspect-ratio: 142\/127;\"><noscript><img decoding=\"async\" class=\"img-responsive partner-img\" alt=\"9322\"  src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/about-2-client5.png\"><\/noscript><\/a><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row disable_element=&#8221;yes&#8221; css=&#8221;.vc_custom_1577393545576{padding-top: 100px !important;padding-bottom: 100px !important;background-image: url(http:\/\/creative-wp.com\/demos\/amwal\/wp-content\/uploads\/2016\/11\/home4-strategy-bg.png?id=9325) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column]<div class=\"section-title title-block title-style-1 text-center\"><span class=\"top-title\"><\/span><h2 class=\"title\">Strategy Development<\/h2><div class=\"sub-title\">As always, partners grows with you!<\/div><span class=\"bottom-title\"><\/span><div class=\"desc\"><p>Temporibus autem quibusdam et aut officiis debitis is aut rerum necessitatibus saepes eveniet ut etes seo lage<\/p>\n<p>voluptates repudiandae sint et molestiae non mes for Creating futures through building pres preservation.<\/p>\n<\/div><\/div>[vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482908957640{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon lnr-pie-chart\"><\/span><h4 class=\"title\">Cash Flow<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482908963459{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon icon-coin-dollar\"><\/span><h4 class=\"title\">Purchases<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482908968872{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon lnr-chart-bars\"><\/span><h4 class=\"title\">Collections<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482909005153{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon icon-library\"><\/span><h4 class=\"title\">Investments<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482908999200{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon icon-user-tie\"><\/span><h4 class=\"title\">Considerations<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243; css=&#8221;.vc_custom_1482908995304{padding-top: 60px !important;}&#8221;]<div class=\"amwal-icon-box  box-style-1  text-center\">\r\n\t\t\t\t <span class=\"b-icon icon-trophy\"><\/span><h4 class=\"title\">Professional<\/h4><div class=\"desc\"><p>Lorem ipsum dolor sit , consectet adipisi elit, sed do eiusmod tempor for enim adesg ens minim veniam.<\/p>\n<\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row disable_element=&#8221;yes&#8221; css=&#8221;.vc_custom_1577393549737{padding-top: 100px !important;padding-bottom: 100px !important;}&#8221;][vc_column]<div class=\"section-title title-block title-style-1 text-center\"><span class=\"top-title\"><\/span><h2 class=\"title\">Our Team<\/h2><div class=\"sub-title\">As always, partners grows with you!<\/div><span class=\"bottom-title\"><\/span><\/div>[vc_row_inner css=&#8221;.vc_custom_1479800396367{padding-top: 60px !important;}&#8221;][vc_column_inner]<div class=\"amwal-team  team-style-1 team-nav-center\">\r\n\t\t\t\t<div class=\"owl-team-list row\" id=\"team-carousel-662cb80b42597\"><\/div>\r\n\t\t\t<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1579729891515{margin-top: 100px !important;}&#8221;][vc_column width=&#8221;1\/4&#8243;][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;.vc_custom_1579731038141{margin-bottom: 25px !important;}&#8221;] Forms [\/vc_column_text][vc_column_text]Get help at (714) 831-1866 or by e-mail at\u00a0Administration@uDirectIRA.com Traditional IRA application Roth IRA application Solo(k) application SEP IRA application Simple IRA application Spousal IRA application Inherited IRA application Rollover\/Transfer form Investment Direction Form (Buy Direction Letter)\/DOI Proof of Identity Form 3rd Party\/Advisor Directive Contribution&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-full-width.php","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>IRA Services Forms | Simple IRA Form | UDirect IRA<\/title>\n<meta name=\"description\" content=\"We have all the essential forms you will need to get started on your self-directed IRA from uDirect. 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Contact us to begin your self-directed IRA.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/udirectira.com\/ira-forms\/\" \/>\n<meta property=\"og:site_name\" content=\"uDirect IRA Services, LLC\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/uDirectIRA\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-29T18:48:35+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@uDirectIRA\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/udirectira.com\/ira-forms\/\",\"url\":\"https:\/\/udirectira.com\/ira-forms\/\",\"name\":\"IRA Services Forms | Simple IRA Form | UDirect IRA\",\"isPartOf\":{\"@id\":\"https:\/\/udirectira.com\/#website\"},\"datePublished\":\"2020-01-22T22:10:48+00:00\",\"dateModified\":\"2024-03-29T18:48:35+00:00\",\"description\":\"We have all the essential forms you will need to get started on your self-directed IRA from uDirect. 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