Our office will be closed in observance of Martin Luther King Jr. Day on January 18th, 2021.
Manage Account
Expense Payment Request
Additional Investment/Capital Request
Investment Income Deposit
Authorization to Take Action/Sale of Asset
Payoff Request — Promissory Note, Deed of Trust, Mortgage Note
Update Account Information
Limited Power of Attorney
Roth IRA Conversion
Property Management Agreement
Distribution Request – Asset(s) and Cash
Distribution Request – Cash Only
HSA Reimbursement
Coverdell Reimbursement/Expense Payment Request
Interested Party Authorization
Beneficiary Designation Update
Spousal Consent Form (Beneficiary)
Credit Card Authorization Form
Valuation Update
Annual Fair Market Valuation Update — Self Certification
Annual Fair Market Valuation Update — IRA/LLC or 401(k)/LLC Self-Certification
Fair Market Valuation for Taxable Event (RMD, Roth Conversion, In-Kind Distribution)
Account Types: roth ira, traditional ira, inherited ira, sep ira, hsa, cesa, checkbook IRA/LLC, solo401(k), backdoor roth
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Investment Types: real estate, checkbook IRA/LLC, private company, precious metals, cryptocurrency
Forms: open account, new account, fund account, invest account, maintain account, fee schedule
Fine print: site terms, privacy policy, important tax notice
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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.
8 am - 5 pm Monday to Friday
Arizona MST: 602.899.9396
Click here to schedule a new account phone appointment
3033 N. Central Ave,
Suite 400
Phoenix, AZ 85012
P: 602.899.9396
F: 602.899.9641
