Account Service Forms

APPROVED SELF-DIRECTED IRA CUSTODIANS

LifeSure™ Merchant Cash Advance Oil & Gas Land Lease
IRA Services Trust Company Approved Approved Approved Approved
Provident Trust Group Approved Approved Undetermined Approved
GoldStar Trust Company Blacklisted Blacklisted Blacklisted Blacklisted
Mainstar Trust Approved Approved Approved Approved
TMI Trust Company Undetermined Undetermined Approved Approved
iSelfDirect* Approved** Approved Approved Approved
Custodian forms may be required to fully complete any changes to a Buyer's Qualified account. The links above direct you to the forms page on their website. Please contact the Administration Team if you have questions.

*Administrator for American Estate & Trust
**iSelfDirect is only approved with LifeSure™ for Solo 401K's