Opening a self-directed IRA and managing your account is easy with our easy-to-use forms.
Account Applications
Traditional IRA Application
Roth IRA Application
Individual 401(k) Plan
SEP IRA Application
Simple IRA Application
Inherited Traditional Application
Inherited Roth Application
Health Savings Account Adoption Agreement
Coverdell Education Savings Account Application
Non-Qualified Account Agreement – For Entities
Non-Qualified Account Agreement – For Individuals
LLC for Self-Directed Retirement Accounts
Account Fees
Fee Payment Authorization
Horizon Trust Account Fee Schedule
Individual 401(k) Accounts
Resources
2025 Tax Calendar & Deadlines
2024 Contribution Limits
2025 Contribution Limits
Amortization Schedule
Investment Corner
Fund An Account
Contribution Form
Deposit Coupon
Deposit Submission Form
Rollover Certification
Investment Forms
Asset Direction to Sell
Authorization To Action Form
Bill Pay Request
Direction of Investment
Direction of Investment – Precious Metals
Direction of Investment – Non-Qualified Accounts
Loan Application (Single) – 401(k)
Loan Application (Married) – 401(k)
Distribution Forms
Beneficiary Required Election
Designation Of Beneficiary – 401(k)
Distribution Request IRA – Traditional IRA, ROTH, SEP IRA, SIMPLE IRA
Distribution Request IRA – Recurring – Traditional IRA, ROTH, SEP IRA, SIMPLE IRA
Distribution Request 401(k)
Distribution Request 401(k) – Recurring
Distribution Request – Non-Qualified
Distribution Request – Non-Qualified – Recurring
Excess Removal
HSA Withdrawal Authorization
Update Account
Change/Designation of Beneficiary
Change/Update Account Contact Information
Change/Update Employer Sponsor Information
Fair Market Valuation
Legal Name Change Request
Limited Account Access
Roth Conversion
Internal Forms
Internal Rollover Request
Recharacterization Request
All Forms
2024 Contribution Limits
2025 Contribution Limits
2025 Tax Calendar & Deadlines
401(k) Disclosures
401(k) Distribution Request
401(k) – Recurring Distribution Request
Amortization Schedule
Asset Direction to Sell
Authorization To Action Form
Beneficiary Required Election
Bill Pay Request
Change/Designation of Beneficiary
Change/Update Account Contact Information
Change/Update Employer Sponsor Information
Client Responsibility – IRA
Client Responsibility – 401(k)
Contribution Form
Custodial Account Agreement Exhibit
Deposit Coupon
Deposit Submission Form
Designation Of Beneficiary – 401(k)
Direction of Investment
Direction of Investment – Non-Qualified Accounts
Direction of Investment – Precious Metals
Distribution Request IRA – Traditional IRA, ROTH, SEP IRA, SIMPLE IRA
Distribution Request IRA – Recurring – Traditional IRA, ROTH, SEP IRA, SIMPLE IRA
Excess Removal
Fair Market Valuation
Fee Payment Authorization
HSA Withdrawal Authorization
Legal Name Change Request
Limited Account Access
Loan Application (Married) – 401(k)
Loan Application (Single) – 401(k)
Rollover Certification
Rollover Request IRA-to-401(k)
Roth Conversion
Roth IRA Disclosures
SEP IRA Disclosures
SIMPLE IRA Disclosures
Traditional IRA Disclosures
Transfer Request IRA-to-IRA
Transfer Request- Non-Qualified Accounts
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