Online Forms

Open Self-Directed IRA

Below are the forms 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.

• Open a Self-Directed Traditional IRA
• Open a Self-Directed Roth IRA
• Open a Self-Directed Simple IRA
• Open a Self-Directed SEP IRA
• Contact us for information on Individual 401k packages
• Contact us for information on Precious Metals Applications

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.

• Real Estate Purchase Packet
• Unsecured Notes Purchase Packet
• Secured Notes Purchase Packet
• LLC & LP Purchase Packet
• Private Stock Purchase Packet
• Precious Metals Purchase Package

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 Payment Authorization Form
• NuView Distribution Form
• Deposit Coupon
• Rollover Certification Form
• Transfer Form
• NuView Fee Schedule
• Fair Market Value Form
• Fair Market Value for a Worthless Asset Form
• Contact us for information on the Fee Payment Form
• Roth Conversion Form

NuView IRA, Inc. 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.

• NuView Traditional IRA Account Agreement Form
• NuView Roth IRA Account Agreement Form
• NuView Simple IRA Account Agreement Form
• NuView SEP IRA Account Agreement Form
• NuView HSA IRA Account Agreement Form
• NuView Coverdell/ESA IRA Account Agreement Form
• NuView Individual K Plan and Trust Agreement Form

Additional Forms

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