Self Directed IRA Forms

Select a category from the menu below to find everything that you’ll need to open a self directed IRA account, purchase an investment, sell an investment and more.

All Self Directed IRA Forms (listed alphabetically)

Account Application

Use this form to open your self-directed IRA account.

Beneficiary Designation Form

Use this form to change the beneficiaries for your account.

Buy Direction Letter – Real Estate

Use this form to purchase real estate with your IRA.

Buy Direction Letter – Private Company

Use this form to purchase shares of a private company with your IRA.

Buy Direction Letter – Secured and Unsecured Notes

Use this form to purchase secured and unsecured notes with your IRA.

Buy Direction Letter – Precious Metals

Use this form to purchase precious metals with your IRA.

Change of Address

Use this form if you need to file a change of address with us.

Coverdell 5305CLICK-TO-DOWNLOAD

Download this form if you are opening a Coverdell Education Savings Account

Deposit Coupon

Use this form to deposit contributions or income into your IRA.

Depository Holdings Elections – Precious Metals

Use this form to elect storage and depository holdings of precious metals in your IRA.

Distribution

Use this form to take a distribution/withdrawal from your IRA account. Includes (RMDs).

Fair Market Valuation Form

Complete this form each year when determining the fair market value of your asset.

Fee Schedule

Use this form with the application to open an IRA account.

Fee Schedule – Precious Metals

Use this form with the application to open a gold or precious metals IRA account.

HSA 5305

Download this form if you are opening a HSA.

Incoming Wire and Check Delivery

Use these instructions to fund your account.

Limited Power of Attorney

Use this form to give someone access to your account.

Payment Authorization Letter

Use this form to direct IRA Innovations to facilitate expense payments from your IRA.

Private Placement Disclaimer and Indemnity Agreement

Use this form with the buy direction letter-private company to purchase an asset.

Private Placement Instruction Letter

Use this form with the buy direction letter-private company to purchase an asset.

Rollover Certification 

Use this form to rollover qualified funds from another IRA custodian to IRA Innovations.

Roth 5305

Download this form if you are opening a Roth IRA.

Roth Conversion Form

Use this form if you are converting a Traditional IRA to a Roth IRA.

Sell Direction Letter – Real Estate

Use this form to sell real estate held within your IRA.

Sell Direction Letter – Private Company

Use this form to sell units/shares of a private company held within your IRA.

Sell Direction Letter – Secured and Unsecured Notes

Use this form to sell secured and unsecured notes held within your IRA.

Sell Direction Letter – Precious Metals

Use this form to sell precious metals held within your precious metals IRA account.

Simple 5305

Use this form if you are opening a Simple IRA account.

Transfer Form

Use this form to transfer IRA funds from another IRA custodian to IRA Innovations.

Traditional 5305

Use this document if you are opening a Traditional IRA Account.

Unsecured Note Disclaimer and Indemnity Agreement

Use this form with the buy direction letter-secured and unsecured notes to purchase an unsecured note.

Wiring Instructions-Outgoing

Use this form to send funds from your IRA Innovations account.

Open an Account

Download and complete all forms in this first section to open an account. Once you’ve completed and signed the forms, mail or fax them to IRA Innovations.  If you have any questions, please contact us at (205) 985-0860.

Application Kits

Innovations Traditional/Roth IRA Application Kit

Use this application kit to open a Traditional or Roth IRA.

Innovations SEP IRA Application Kit

Use this application kit to open a SEP IRA.

Innovations Simple IRA Application Kit

Use this application kit to open a Simple IRA.

Innovations HSA Application Kit

Use this application kit to open a Heath Savings Account.

Innovations Coverdell ESA Application Kit

Use this application kit to open a Coverdell Education Savings Account.

Innovations Precious Metals Application Kit

Use this application kit to open a Precious Metals IRA.

Custodial Agreements

Download the appropriate custodial agreement for your account type.

CLICK-TO-DOWNLOADCoverdell 5305

Download this form if you are opening a Coverdell ESA.

HSA 5305

Download this form if you are opening a HSA.

Roth 5305

Download this form if you are opening a Roth IRA.

Simple 5305

Download this form if you are opening a Simple IRA account.

Traditional 5305

Download this document if you are opening a Traditional IRA Account

Buy and Sell Real Estate in Your IRA

Buy Direction Letter – Real Estate

Use this form to purchase real estate with your IRA.

Payment Authorization Letter

Use this form to direct IRA Innovations to facilitate expense payments from your IRA.

Wiring Instructions-Outgoing

Use this form to send funds from your IRA Innovations account.

Sell Direction Letter – Real Estate

Use this form to sell real estate held within your IRA.

Buy and Sell Notes In Your IRA

Buy Direction Letter – Secured and Unsecured Notes

Use this form to purchase secured and unsecured notes with your IRA.

Unsecured Note Disclaimer and Indemnity Agreement

Use this form with the buy direction letter-secured and unsecured notes to purchase an unsecured note.

Wiring Instructions-Outgoing

Use this form to send funds from your IRA Innovations account.

Sell Direction Letter – Secured and Unsecured Notes

Use this form to sell secured and unsecured notes held within your IRA.

Buy and Sell Private Company Shares

Buy Direction Letter – Private Company

Use this form to purchase shares of a private company with your IRA.

Private Placement Disclaimer and Indemnity Agreement

Use this form with the buy direction letter-private company to purchase an asset.

Private Placement Instruction Letter

Use this form with the buy direction letter-private company to purchase an asset.

Wiring Instructions-Outgoing

Use this form to send funds from your IRA Innovations account.

Sell Direction Letter – Private Company

Use this form to sell units/shares of a private company held within your IRA.

Buy and Sell Precious Metals
Buy Direction Letter – Precious Metals

Use this form to purchase precious metals in your IRA.

Depository Holdings Elections – Precious Metals

Use this form to elect storage and depository holdings of precious metals in your IRA.

Fee Schedule – Precious Metals

Use this form to open a precious metals IRA account.

Wiring Instructions-Outgoing

Use this form to send funds from your IRA Innovations account.

Sell Direction Letter – Precious Metals

Use this form to sell precious metals held within your precious metals IRA account.