3 Step Transfer IRA Process

1. Open an Equity Trust Self Directed IRA
2. Move your retirement funds to Equity Trust
3. Choose a self directed investment for your Equity Trust IRA

Step 1: Open an Equity Trust Self Directed IRA Transfer IRA account

Call an Equity Trust self directed IRA specialist or open an Equity Trust Transfer IRA online.

Step 2: Move your Funds to Equity Trust

• Contact your current custodian for their transfer out process. Special Note: If you do not have that information, an Equity Trust self directed IRA specialist can contact your current custodian while you are on the line.
• If the current custodian requires Equity Trust to initiate the transfer process, you must complete an Equity Trust Transfer Form. Also, include a recent statement from your current custodian.
• The Transfer Form can be submitted when opening your account at Equity Trust or any time thereafter. NOTE: You must include a Medallion Signature Guarantee Stamp and this form must be mailed (not faxed) to Equity Trust at the address below:

Equity Trust Company
Attention: Transfer Department
P.O. Box 13012
Elyria, OH 44035

• Once the Transfer Form has been received, Equity Trust will sign and submit the form to the transferring custodian.
• Feel free to call your First Class Service Team for an update on the transfer process or you can check the status online thru Equity Trust eVANTAGE
• • If you have received a transfer check directly from your current custodian, you may remit it to Equity Trust, by placing your Equity Trust Transfer IRA number as well as making the check payable to:

Equity Trust Company FBO (Your Name)
Checks can be mailed directly to either of the addresses below:
Regular mail:
Equity Trust Company
P.O. Box 770001
Elyria, Ohio 44035
Overnight mail:
Equity Trust Company
Attention: Transfer Department
PO Box 1234
Elyria, Ohio 44035

Step 3: Select Self Directed Investment for your Equity Trust IRA or 401k

• Decide on which IRA allowable investment you want your self directed IRA or 401k to invest.
• Complete paperwork by following the quick and easy “How to Tour” for that investment or contact your First Class Service Team.
• Utilize the Equity Trust education center to continue to create true wealth through self directed retirement plans.