Opening a New Self Directed IRA At Equity Trust
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| Self Directed Traditional IRA | Self Directed Roth IRA | Self Directed SEP IRA | Self Directed SIMPLE IRA |
|---|---|---|---|
| New Contributory | New Contributory | New Contributory | New Contributory |
| Transfer | Transfer | Transfer | Transfer |
| Rollover |
Click to open a Self Directed Individual(k) IRA at Equity Trust.
Click to open a Self Directed Health Savings Account (HSA) at Equity Trust.
Click to open an Self Directed Coverdell Education Savings Account (ESA) at Equity Trust.
Self Directed Traditional IRA |
New Contributory |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed Traditional IRA |
Transfer |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed Traditional IRA |
Rollover |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed Roth IRA |
New Contributory |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed Roth IRA |
Transfer |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed SEP IRA |
New Contributory |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed SEP IRA |
Transfer |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed SIMPLE IRA |
New Contributory |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |
Self Directed SIMPLE IRA |
Transfer |
1. Download the following forms: Read and fill out all of the required fields on every form. You may fill out the forms on your computer or you may print them out and fill them in by hand. |
2. Mail all forms to: Regular Mail Equity Trust Company P.O. Box 1529 Elyria, Ohio 44036 Overnight - Priority Mail Equity Trust Company 225 Burns Road Elyria, OH 44035 |
3. After your account has been processed, you will receive a letter from our new accounts department confirming your IRA application and assigning you an account number. Once the account has been opened, you will be able to start to make investments in your self directed IRA. If you have any questions about the application process or the progress of your application, please feel free to contact our New Accounts Department by e-mail (here) or phone 440-323-5491. |