How do I open a new Self-Directed Precious Metals IRA?
To open a new Sterling Trust Self-Direct Precious Metals IRA, the following items must be submitted: Individual Retirement Custodial Account Agreement This form is located in Sterling Trust’s Self-Directed Traditional/Roth IRA kit. Transfer Request/Direct Rollover Letter If the account holder wishes to request a Direct Transfer from another IRA account held with another firm to fund the purchase of the precious metals, the Transfer Request/Direct Rollover Letter should be completed, signed and submitted along with the IRA Custodial Account Agreement. A copy of the client’s most recent account statement should also be included. In addition, the Transfer Request/Direct Rollover form must contain an original signature and, if required by the transferring custodian, a Signature Guarantee must be obtained. An alternative is for the account holder to take a distribution from his or her current IRA and rollover the funds to the Sterling Precious Metals IRA. Once an account holder takes a dist
