Manage an Account

Expense Payment or 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

HSA Reimbursement

Interested Party Authorization

Beneficiary Designation Update

Valuation Update

Annual Fair Market Valuation Update – Self Certification

Annual Fair Market Valuation Update – IRA/LLC Self-Certification

Fair Market Valuation for Taxable Event (RMD, Roth Conversion, In-Kind Distribution)

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