, Retirement Plan Specialist
Helping You Create Tax-Free Wealth
Thank you for choosing Equity Trust Company. On this page you will find all of the documents that you need to get started. You must fill-out the appropriate Application and possibly the Transfer Form, depending on the type of account you are moving to Equity Trust.
2 Easy Ways to Get Started
There are two easy ways to get started - open a new account or transfer/rollover from an existing account. Once you have completed all forms, please follow the checklist provided (use the checklist related to your existing account, either a 401(k) or IRA) to ensure that documents are submitted properly and your account can be opened successfully.
Step 1: Open a New Equity Trust Account
If you are rolling over funds from a previous employer's plan (401k, 403b, etc.), please review the rollover checklist to ensure that you submit all necessary documents.
Step 2: Transfer Funds to your new Equity Trust Account
Once you have completed the Account Application and Transfer Form, please review the transfer checklist to ensure that you submit all necessary paperwork to Equity Trust.
Want to learn more about self-directed IRA investing?
Visit the Equity Trust Seminar site for more information on upcoming educational events.
Questions?
Contact me directly by phone at 888-382-4727 x or by email at .
