Forms to Manage Your Account
What do you want to do with your self directed IRA?
Forms to manage every aspect of your Equity Trust account are just a click away. Tell us which type of account you have and what you want to do, and we'll provide all the necessary forms.
| Form |
Fill-In? |
| Buy Asset (or Loan Money): |
| Commodity/Futures |
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| Foreign Currency |
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| Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases, Joint Ventures |
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| Invest in Mutual Funds |
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| Invest in Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans |
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| Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| Instruct Equity Trust to Sign Forms on Your Behalf |
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| Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| HSA Buy Asset (or Loan Money): |
| HSA – Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| HSA - Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Lease, Joint Ventures |
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| HSA – Invest in Promissory Note, Mortgage, Deed of Trust, or other types of Loans |
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| HSA – Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| HSA – Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Sell Asset (or Loan Money): |
| Full or partial sale of LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| Full or partial sale of Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases, Joint Ventures, Foreign Currency |
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| Full or partial Satisfaction of Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans |
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| Full or partial sale of Real Property |
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| Full or partial sale of Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Contribute/Deposit Funds: |
| Contribute or Rollover Funds to Your Account |
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| Make Automatic Contributions from Checking or Savings Accounts |
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| Investment Payment Coupons |
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| Distribute Funds/Pay Bills: |
| Receive Distribution from Your Account |
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| Pay Investment-Related Bills—One Time |
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| Pay Investment-Related Bills--Recurring |
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| Update My Account Information: |
| Update Name, Contact Information, Social Security Number, Interested Parties |
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| Update PIN number or security question for account |
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| Change Beneficiary for Account |
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| Assign or Change Fair Market Value for Investment |
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| Remove a Promissory Note that is Uncollectible |
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| HSA Buy Asset (or Loan Money): |
| HSA – Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
|
| HSA - Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Lease, Joint Ventures |
|
| HSA – Invest in Promissory Note, Mortgage, Deed of Trust, or other types of Loans |
|
| HSA – Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| HSA – Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Other/Misc: |
| Establish Brokerage Account and Brokerage Fee Schedule |
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| Trade Options with Your Brokerage Account |
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| Special Service Fees |
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| Wiring Instructions |
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| Roth Conversion Form |
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| Recharacterize Your Roth IRA |
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| Transfer Existing Account to Equity Trust Company |
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| Guardian Worksheet |
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