Click Here to Schedule a new account phone appointment with one of our experienced Senior SDIRA Managers.
IRA Specialists are available 8 am to 5 pm Monday to Friday, Arizona MST at (602) 899-9396.

Maintain an 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 – Cash Only

Distribution Request – Assets and Cash

HSA Reimbursement

Coverdell Reimbursement/Expense Payment Request

Interested Party Authorization

Beneficiary Designation Update

Spousal Consent Form (Beneficiary)

Valuation Update

Annual Fair Market Valuation Update – Self Certification

Annual Fair Market Valuation Update – IRA/LLC & 401(k)/LLC Self-Certification

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