IRA Services for Bullion Direct Customers
How To Open Your Sterling Trust Self-Directed IRA for Trading through Bullion Direct
u Establish your online trading account with Bullion Direct first.
v To establish your IRA account, select the type of IRA account you wish to open in the left sidebar.
w Complete, print and sign the appropriate forms. Complete instructions are included in each IRA kit.
x Complete the Investment Direction Authorization for Publicly-Offered Investments form to direct Sterling Trust to forward a specific dollar amount to your Bullion Direct account. This form can be found in the left sidebar.
y Send the following completed and signed forms to Sterling Trust:
• Individual Retirement Custodial Account Application and Agreement
• IRA Transfer Request / Direct Rollover Letter
• Your check or money order in the amount of $90 (for the $25 IRA set-up fee + $65 1st year IRA fee) for your first year IRA fee.
When You May Begin Trading
After your IRA has been established and any transfer/rollover monies received and deposited, Sterling will forward the amount you have specified to Bullion Direct. Upon receipt of the funds, Bullion Direct will notify you by email when trading may begin.
Storage of Your Bullion
All bullion purchased through Bullion Direct will be stored with Bullion Direct. Annual storage costs will apply and will be billed to you directly by Bullion Direct.