Online Forms

Open a Self-Directed IRA

Below are the forms required to open a self-directed IRA from our retirement plan administration company in Orlando. Select the type of self-directed IRA you would like, then click on the associated link to begin the download. Please complete the forms and mail the documents with original signatures and a photocopy of a US issued photo identification to our Orlando office for processing.

Purchase-an-Asset Worksheets

These forms are needed to make a specific investment inside your self-directed IRA. Each investment packet includes a checklist of the necessary forms required to make an investment. Please send the completed original documents to our office for processing. Most completed forms can be faxed- see the checklist for more details.

Miscellaneous Forms

Below are additional forms that can be used to provide payments and direction. Send the completed documents to our Orlando office for processing via mail or fax.

NuView IRA Account Agreements

Below you will find the account agreements that became effective January 1, 2012 for all accounts, as we changed our name from Entrust Administration Services, Inc. to NuView IRA, Inc.

Additional Forms

For additional forms, please contact our Orlando office at 407-367-3472