Self Directed IRA Account Forms : Horizon Trust Company

self directed ira account forms

Opening a self-directed IRA and managing your
account is easy with our easy-to-use forms.

Account Fees

Horizon Trust Account Fee Schedule

Individual 401(k) Accounts

Transfer Forms

Rollover Request IRA-to-401K

Transfer Request IRA-to-IRA

Transfer Request-Non Qualified Accounts

Investment Forms

Direction of Investment

Asset Direction to Sell

Direction of Investment – Precious Metals

Direction of Investment – Non-Qualified Accounts

Account Disclosures

Traditional IRA Disclosures

Roth IRA Disclosures

SEP IRA Disclosures

SIMPLE IRA Disclosures

401(K) Disclosures

Custodial Account Agreement Exhibit

Other forms

2023 Tax Calendar & Deadlines

ACH Contribution

Available Funds Authorization

Beneficiary Required Election

Bill Pay Request

Change of Beneficiary

Change/Update Contact Information

Client Responsibility

Deposit Submission Form

Distribution Request - IRA

Distribution Request - IRA Recurring

Fair Market Valuation

Fee Payment Authorization

HSA Withdrawal Request

Legal Name Change

Limited Account Access

Recharacterization Request

Rollover Certification-IRA

Roth Conversion

Signature Request Form

Non-Qualified Account Forms

Non-Qualified Individual Withdrawal Request

Non-Qualified Recurring Withdrawal Request

America’s #1 most trusted self-directed custodian

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Our mission at Horizon Trust Company is to provide education on the power of Self Directed IRA’s, to empower investors who are interested in diversifying their portfolios and gaining tax-free investment freedom. We are grateful and accountable to our clients and to each other. We respond promptly as we pull up and work as one to protect the financial assets of our clients and well-being of team members.

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6301 Indian School Rd NE Ste. 810 Albuquerque, NM 87110

Operations@horizontrust.com

Legal Disclaimer: Horizon Trust Company is an independent passive Custodian and is not associated or affiliated with and does not recommend, promote or advise any specific investment, investment opportunity, investment sponsor, investment company or investment promoter or any agents, employees, representatives or other of such firms or entities. Investments are not FDIC Insured, offer no bank guarantee and may lose value.