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Download the Self-directed IRA trust application form  
Download the Trust fee schedule and disclosure form
To complete the new account transaction, mail with the following:
  Sign all forms  
  A copy of your valid driver's license or government issued photo identification  
  A copy of social security card, or major credit card, or non-government issued ID, or utility bill  
  A check for $50.00 to open an IRA account or business retirement account  
  W-9  
  Mail to: IBC Trust Service
            5069 N. Broadway
            Chicago, IL 60640
 
   
 
 
Download the IRA transfer or direct rollover form
Download the Roth IRA rollover documentation form
Download the Traditional IRA to Roth IRA conversion form
  Please liquidate your existing account into cash first, then transfer or rollover to IBC Trust. (IBC Trust does not trade stock, mutual funds or bonds, etc.)  
   
 
 
Download the Buy direction letter - real estate
Download the Buy direction letter - LLC/LP
Download the Payment authorization letter
  Make sure you have enough money to fund the property  
  You cannot use your own money to make the earnest deposit first, then reimburse from your plan account.  
  You must instruct us to make the earnest money deposit for the property. It has to be funded through your IRA account.  
  There is never "reimbursement" for any expenses paid by you.  
  The contract name has to be "IBC Trust, custodian FBO your name, IRA"  
   
 
 
  Roth IRA IRS 5305-RA & Roth Disclosure  
  Roth IRA Supplement Disclosure  
  IRA Beneficiary Designation and Change  
  IRA Application with CIP - Privacy Disclosure  
  Trust Fee Disclosure  
  IRA Interest Party Designation  
  IRA Distribution and Withholding form  
  Roth IRA Distribution and Withholding form  
  Sell direction letter - real estate  
  Change address and contact information form  
  Fair market appraisal form  
  W-9  
  Real Property Servicing Agent Agreement  
  LLC/LP Managing Agent Agreement  
  Customer Certified Questionnaire for Investment (LLC/LP)  
   
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