Account Forms

Transaction Forms

Purchase An Asset

Buy Direction Letter – General

Buy Direction Letter – Private Placements

Buy Direction Letter – Real Estate

Buy Direction Letter – Real Estate Notes

Buy Direction Letter – Secured & Unsecured Promissory Notes

Buy Direction Letter – Precious Metals

Sell An Asset

Sell Direction Letter – General

Sell Direction Letter – Real Estate

Sell Direction Letter – Real Estate Notes

Sell Direction Letter – Precious Metals

Account Maintenance Forms

Account Transfer Form

ACH Authorization Form

Address Change Form

Beneficiary Designation Change Form

Credit Card Authorization

Contribution Limits 2023 – 2024

Deposit Coupon

Distribution – Notice of Withholding Form

Fair Market Valuation Form

Interested Party Designation

Account Application

Fee Schedule – General

Fee Schedule – Precious Metals

Limited Power of Attorney

Late Rollover Certification Form

Payment Authorization Letter

Permissible Rollover Chart

Private Placement Disclaimer & Indemnity Agreement

Private Placement Instruction Letter

Recharacterization Form

Rollover / Direct Rollover Certification Form

Roth Conversion Form

Wiring Instructions Form

Account Agreements & Disclosures

Account Agreement & Disclosure – Traditional IRA

Account Agreement & Disclosure – Roth IRA

Account Agreement & Disclosure – SEP IRA

Account Agreement & Disclosure – Simple IRA

IRS Forms

If you wish to open a new account please visit our Open An Account page.

To initiate a transaction or to make changes to your account please use the forms on this page.

Please print, fill out, sign, and mail, fax, or email the necessary form to:

Overnight Mail:
IRA Express, Inc.
74 North Main Street
Cedar City, UT 84720

Regular Mail:
IRA Express, Inc.
PO Box 9
Cedar City, UT 84721

Fax: 435-867-1042
Email: ira.admin@iraxp.com