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ACCOUNT APPLICATION INSTRUCTIONS - IRA Services

ACCOUNT APPLICATION INSTRUCTIONS - IRA Services 2025

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The document provides detailed instructions for completing an account application with IRA Services Trust Company. It outlines the necessary steps for individuals to establish a self-directed retirement account, including participant identification, photo identification requirements, account type designation, funding options, and investment procedures. The document emphasizes the importance of original signatures, adherence to custodial fees, and compliance with federal regulations regarding identity verification. Additionally, it includes sections on beneficiary designation and online access to accounts.

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Click ‘Get Form’ to open the ACCOUNT APPLICATION INSTRUCTIONS in the editor.
Begin with SECTION A: PARTICIPANT IDENTIFICATION. Fill in your personal information, including your social security number and a valid email address, as this is crucial for account establishment.
Move to SECTION B: PHOTO IDENTIFICATION. Attach a legible copy of your current government-issued photo ID, ensuring compliance with federal regulations.
In SECTION C: ACCOUNT TYPE DESIGNATION & ACCOUNT OPENING FEES, select the type of account you wish to open and ensure you include the required fees as outlined in the FEE SCHEDULE & FINANCIAL DISCLOSURE.
Proceed to SECTION D: BENEFICIARY DESIGNATION. Complete and attach the necessary forms, ensuring all percentages add up to 100%.
For funding your account in SECTION E, choose your preferred method (transfer, rollover, contribution) and complete any additional forms required.
Finally, review SECTION H: ACKNOWLEDGMENT & SIGNATURE. Read carefully before signing and dating the application; original signatures are mandatory for processing.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the meaning of IRA services?

An individual retirement account (IRA) allows you to save money for retirement in a tax-advantaged way. Fidelity Smart Money. An IRA is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a tax-deferred basis.

What is required to open an IRA account?

A Roth IRA is arguably the single best way to save for retirement. One question I receive frequently is how to invest in an IRA. And specifically, is a 3-fund portfolio a sound approach to investing in an IRA. The short answer is that its an excellent approach for beginners just starting out.

How much does it cost to start an IRA account?

You can set up an IRA at almost any bank, brokerage, or other financial institution.

How to apply for an IRA account?

Learn about the different types of IRAs and how to open an account. Open an IRA. An individual retirement account (IRA) is a tax-advantaged investment account designed to help you save toward retirement. IRAs are one of the most effective ways to save and invest for the future.

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