Forms

Open Account

• Download the Choice iOS app
• or Open an account online
• Paper Applications: Standard Account Kit for Self-Directed IRAs | Custodial Account Kit for taxable accounts and non-IRAs

*Please note that paper and PDF applications will incur a $60 account setup fee.

Fund Account

• Account Transfer | How to avoid transfer delays.
• Deposit Instructions
• Conversion Instructions

Make an Investment

• Investment Direction for General Investments
• Investment Direction for Real Estate
• Investment Direction for Precious Metals
• Investment Direction for Private Equity
• Investment Direction for Private Lending
• Investment Direction for Single-Member LLC
• Investment Direction for Tax Liens
• Investment Callback Election
• In-Kind Contribution or Exchange
• Precious Metals Depository Election

Request a Distribution

• Distribution Request | Single-Member LLC Q&A

Update Account Information

• Information Update Request | Update address, contact information, etc.
• Beneficiary Designation and Change Request
• Fair Market Valuation
• Fair Market Valuation (LLC or Trust Holdings)
• Fee Payment Authorization