Direction of Investments and Payment Coupons
New Improved FILL IN DOI Forms Now Available!
Client Feedback Leads to New and Improved Direction of Investment Forms.
Some of the features of new forms include:
- Fill in forms directly from your screen now available
- Auto generation of certain information
- Design change makes forms easier to understand and complete correctly
Just click on the links, where available.
- Equity Trust Company General Direction of Investment - NEW!
- Equity Trust Company Mutual Fund Direction of Investment - NEW!
- Equity Trust Company Deposit Coupons
- Equity Trust Company Real Estate Direction of Investment
- Equity Trust Company Tax Lien Direction of Investment
- Equity Trust Company Mortgage / Note Direction of Investment
- Equity Trust Company Private Entity Direction of Investment
- Equity Trust Company Signature Direction of Investment
- Equity Trust Company Sale Direction of Investment
- Equity Trust Company Bill Pay Direction of Investment
- Equity Trust Company Commodity/Futures/Foreign Currency
Deposit Coupons
General Direction of Investment
Use this form for:
- Mobile Homes
- Land Contracts
- Lease Options
- Oil and Gas Ventures
- Annuities
- Equipment Leasing
- Joint Ventures
Important - Avoid Investment Delays:
- Ensure that you complete all pages
- Ensure that you sign and date pages 1-3
Download NEW Equity Trust Company Self Directed IRA General Direction of Investment
Click here for Mailing / Faxing instructions
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Mutual Fund Direction of Investment
To be used when initiating a Mutual Fund investment with your Equity Trust Self Directed IRA
Important - Avoid Investment Delays:
- Ensure that you complete both pages
- Ensure that you sign and date both pages
Download Equity Trust Company Self Directed IRA Mutual Fund Direction of Investment
Click here for Mailing / Faxing instructions
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Real Estate Direction of Investment
To be used when initiating a Real Estate investment with your Equity Trust Self Directed IRA
Important - Avoid Investment Delays:
- Ensure that you complete all 3 pages
- Ensure that you sign and date all 3 pages
- Make sure that the investment is titled correctly: Equity Trust Company Custodian FBO Your Name IRA
For Your Information, Please See the Following Links:
- Graphical guide using your Equity Trust Self Directed IRA to invest in real estate
- Step-by-Step guide to using your Equity Trust Self Directed IRA to invest in real estate
Download NEW Equity Trust Company Self Directed IRA Real Estate Direction of Investment
Click here for Mailing / Faxing instructions
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Tax Lien Direction of Investment
To be used when initiating a Tax Lien investment with your Equity Trust Self Directed IRA
Important - Avoid Investment Delays:
- Ensure that you complete all 5 pages
- Ensure that you sign and date pages 1-3 and the Tax Lien Worksheet
- Make sure that the investment is titled correctly: Equity Trust Company Custodian FBO Your Name IRA
For Your Information, Please See the Following Links:
- Graphical guide using your Equity Trust Self Directed IRA to invest in tax liens
- Step-by-Step guide to using your Equity Trust Self Directed IRA to invest in tax liens
Download NEW Equity Trust Company Self Directed IRA Tax Lien Direction of Investment
Click here for Mailing / Faxing instructions
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Mortgage / Note Direction of Investment
To be used when initiating a Real Estate Mortgage investment with your Equity Trust Self Directed IRA
Important - Avoid Investment Delays:
- Ensure that you complete all 4 pages
- Ensure that you sign and date pages 1-4
- Make sure that the investment is titled correctly: Equity Trust Company Custodian FBO Your Name IRA
For Your Information, Please See the Following Links:
- Graphical guide using your Equity Trust Self Directed IRA to invest in mortgages / notes
- Step-by-Step guide to using your Equity Trust Self Directed IRA to invest in mortgages / notes
Download NEW Equity Trust Company Self Directed IRA Mortgage / Note Direction of Investment
Click here for Mailing / Faxing instructions
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Private Entity Direction of Investment
To be used when initiating a Private Entity investment with your Equity Trust Self Directed IRA
Important - Avoid Investment Delays:
- Ensure that you complete all 4 pages
- Ensure that you sign and date pages 1-4
- Make sure that the investment is titled correctly: Equity Trust Company Custodian FBO Your Name IRA
For Your Information, Please See the Following Links:
- Graphical guide using your Equity Trust Self Directed IRA to invest in private entities
- Step-by-Step guide to using your Equity Trust Self Directed IRA to invest in private entities
Download NEW Equity Trust Company Self Directed IRA Private Entity Direction of Investment
Click here for Mailing / Faxing instructions
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Direction of Signature
To be used when directing Equity Trust to sign documents for your Self Directed IRA Important - Avoid Investment Delays:
- Ensure that you complete both pages
- Ensure that you sign and date all both pages
For Your Information, Please See the Following Links:
Download Equity Trust Company Self Directed IRA Direction of Signature
Click here for Mailing / Faxing instructions
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Sale Direction of Investment
To be used when selling an investment in your Equity Trust Self Directed IRA Important- Avoid Investment Delays:
- Ensure that you complete both pages
- Ensure that you sign and date both pages
For Your Information, Please See the Following Links:
Download Sale Direction of Investment
Click here for Mailing / Faxing instructions
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Equity Trust Company Self Directed IRA Bill Pay Direction of Investment
To be used when making a payment for expenses with your Equity Trust Self Directed IRA Important- Avoid Investment Delays:
- Ensure that you complete the DOI
- Ensure that you sign and date the DOI
For Your Information, Please See the Following Links:
Download Equity Trust Company Self Directed IRA Bill Pay Direction of Investment
Click here for Mailing / Faxing instructions
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Equity Trust Company Commodity/Futures/Foreign Currency
Download Equity Trust Company Commodity/Futures/Foreign Currency
Click here for Mailing / Faxing instructions
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