Transfer, Rollover, Contribution Forms

Transfer Request – Cash Only

Transfer Request – In-Kind Assets/Cash

60-Day Rollover Designation

New Contribution Form

Manage an Account

Expense Payment or Additional Investment/Capital Request

Investment Income Deposit

Payoff Request – Promissory Note, Deed of Trust, Mortgage, Note

Update Account Information

Limited Power of Attorney

Roth IRA Conversion

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.

Account specialists are available
9 am to 5 pm Monday to Friday, MST. 1 (800) 818-1322.

Directed Trust Company
3033 N. Central Ave,
Suite 415
Phoenix, AZ 85012
PH (800) 818-1322
Fax (602) 899-9641