Forms
Not sure which form you need? Not a problem! Just give us a call, tell us about your investment, and we’ll assist you in determining how to proceed. iPlanGroup makes it easy to access the forms you need.
INFORMATION
ACCOUNT APPLICATION KITS
FUNDING
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INFORMATION
Info Kit
This kit contains everything you need to know about establishing a new accountFee Schedule
Fee Schedule for Traditional, Roth, SEP, and SIMPLE Accounts, along with CESA and HSAsPrivacy Policy
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ACCOUNT APPLICATION KITS
COVERDELL EDUCATIONAL SAVINGS ACCOUNT (CESA) HEALTH SAVINGS ACCOUNT (HSA) INDIVIDUAL 401(k) ROTH IRA SEP IRA SIMPLE IRA TRADITIONAL IRACOVERDELL EDUCATIONAL SAVINGS ACCOUNT (CESA)
Coverdell Education Savings Account Application
This form may be used to establish a Coverdell Educational Savings AccountHEALTH SAVINGS ACCOUNT (HSA)
Health Savings Account Application
This form may be used to establish a Health Savings AccountINDIVIDUAL 401(k)
Individual 401(k) Application
This form may be used to begin establishing an Individual 401(k). Please contact iPlanGroup at 855-604-7526 to obtain additional documents related to establishing an Individual 401(k)ROTH IRA
Roth Account Application Kit
This kit may be used to establish a Roth IRA, as well as to request a transferRoth Custodial Account Agreement
Use this form to view the Roth Individual Retirement Custodial Account AgreementSEP IRA
SEP Account Application Kit
This kit may be used to establish a SEP IRA, as well as to request a transfer5305 SEP
Use this form to view the 5305 SEPSIMPLE IRA
Simple IRA Application Kit
This kit may be used to establish SIMPLE IRA, as well as to request a transferSIMPLE Custodial Agreement
Use this form to view the SIMPLE Individual Retirement Custodial Account AgreementTRADITIONAL IRA
Traditional Account Application Kit
This kit may be used to establish a Traditional IRA, as well as to request a transferFUNDING
Account Transfer-In Request Form ( Try our new digital version of this form HERE! )
Use this form to transfer some or all assets from another firm to iPlanGroupContribution/Rollover Deposit Slip
This deposit slip may be used to deposit a contribution or rollover into your iPlanGroup retirement accountTransfer, Rollover & Conversion Guide
Use this guide to determine if and how your existing retirement account may moved to a self-directed retirement accountInternal Use Forms
MAINTENANCE
FUNDING AND DISTRIBUTION
MAINTENANCE
Account Maintenance Form
Use to change your contact info or security information for your accountAgent Authorization Form
This form may be used to appoint a designated representative to discuss account/investment-related informationInternational Wire Transfer
Use for International Wire TransfersIRA Beneficiary Designation Form
Use to add or change the beneficiary for your IRARoth Conversion Form
Use to convert funds from a Traditional IRA to a Roth IRASignature Authorization Form
Use this form to direct iPlanGroup to sign documents on behalf of your Self-Directed Retirement AccountViewing your iPlanGroup Account Online
This simple PDF guide will assist you in navigating through your account through our online access portalFUNDING AND DISTRIBUTIONS
Account Transfer-In Request Form
Use this form to transfer some or all assets from another firm to iPlanGroupBrokerage Deposit Slip
Use this form to instruct iPlanGroup to move funds to or from your TD Ameritrade accountContribution/Rollover Deposit Slip
This deposit slip may be used to deposit a contribution or rollover into your iPlanGroup retirement accountDistribution Request Form ( Try our new digital version of this form HERE! )
Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA.IRA Beneficiary Distribution Election Form
Use this form to elect a distribution from an inherited Traditional IRA, Roth IRA, SEP or SIMPLE IRATransfer, Rollover & Conversion Guide
Use this guide to determine if and how your existing retirement account may moved to a self-directed retirement accountDelivery Instructions
Use to send funds by wire or ACH to your iPlanGroup account.
INVESTMENT BUY AUTHORIZATION FORMS – BY TYPE
INVESTMENT BUY RELATED FORMS