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Investor Insights Blog|When and How to Have IRA Investment Documents Signed

Managing Your Account

When and How to Have IRA Investment Documents Signed

signing a form

When you make a self-directed investment, you’ll sometimes need Equity Trust Company to sign documents on your IRA’s behalf. Here’s what you need to know about the process:

Direction of Signature form

The Direction of Signature form is used when the sole purpose of your request is to have Equity Trust Company sign documents on behalf of an existing asset in your account.

When to use the Direction of Signature form:

The request is for an existing asset held in your account

-and-

Excluding special handling fees such as sending signed documents via overnight mail, the request does not require sending funds from your account.

Whose signature is required?

Here are some considerations for what investment documents Equity Trust Company may sign on behalf of your IRA and what documents you must sign on behalf of your IRA.

What Equity Trust Company signs:

Recordable documents are some of the most common items signed by Equity Trust Company on behalf of your IRA.

What you and Equity Trust Company sign:

Agreements and notes generally will require your signature first, with Equity Trust Company countersigning the document.

For example:

  • Amendments to authorized purchase agreements
  • Warranty deeds
  • Satisfaction of mortgage

Simplify the process with myEQUITY

You can complete most of the investment process online through myEQUITY – simply log into your account to get started. Check out the Resources section for more helpful information on completing transactions.

If you have additional questions, contact Client Services at 877-693-8208.

1

Can I check my account online to see the status of my account?

Yes. Once your account has been opened and you have your own Client Access PIN (personal identification number) you can check the status of your transfer online or feel free to contact Equity Trust. Our intuitive and interactive account management site, myEQUITY, provides a responsive experience for computers, tablets and mobile devices offering around-the-clock account access at home or on-the-go.


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