RETIREMENT ACCOUNT FORMS

 

 

DIVERSIFYING

 

Your Retirement Portfolio With Alternative Investments An Entrust self-directed IRA gives you the freedom to invest in what you want. That includes energy, oil & gas. These alternative participations have been permitted by the IRS since 1974, and have since opened a wealth of opportunities to investors. Profits earned can be tax-free or tax-deferred!


With a Self-Directed IRA You Can: TAKE CONTROL OF YOUR FUTURE.

For over 35 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative partnerships with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms

account app icon - Copy.PNG

Account Application Form

Account application

Rollover Direct Rollover certification i

Rollover Certification Form

Rollover Form for individuals moving money from 401(k), 403(b), 457, etc. over to IRA with Entrust

Acc Tran Instr - Copy.PNG

Account Transfer Form

Transfer Form for individuals moving money from IRA to IRA

Oil and gas icon.PNG

Oil & Gas Participation Information

Rollover Form for individuals moving money from 401(k), 403(b), 457, etc. over to IRA with Entrust

FOR MORE INFORMATION:

 

Mindy Gayer | Business Development Manager |  c: 615.569.9122  |  f: 866.442.1046

mgayer@theentrustgroup.com