IRA Forms

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Follow this link for a GoldStar Trust Traditional IRA or a SIMPLE IRA Account Application and other necessary forms This link takes you to a twenty-six page document, which includes the following forms:

1. The account application, which GoldStar calls an IRA Simplifier, is on page 18. An application has to be completed and mailed to GoldStar Trust to open an account.
2. A Direct Rollover Election form is on page 12. This form needs to be completed (and sent to GoldStar Trust) by investors who are transferring funds from Qualified Retirement Plans, tax-sheltered annuities, or other retirement plans. It is not used by investors transferring funds from existing IRA accounts.
3. A Cash Transfer Request (combined with a Direct Rollover form) is on page 12. This form is used to request funds to be moved from an existing IRA to GoldStar Trust. This form should be completed and sent along with the account application to GoldStar when funds are being moved from an existing IRA. GoldStar will use the complete form to request the funds from the existing IRA.There is an option to using the Cash Transfer Request form. You can contact your existing IRA and instruct them to send the funds to GoldStar.
4. An Investment Direction form is on page 11. An Investment Direction form needs to be completed and sent to GoldStar anytime an account holder buys or sells. Investment Direction forms may be mailed, but faxing is preferable because it is faster. An alternative delivery is to scan the form and email as an attachment. When forms are mailed, it usually slows the process three or four days.)On the Investment Direction form, there is a table where the items being bought are to be listed. There is also a TO BE DETERMINED box that can be checked.. In most instances, when accounts are being opened, investors do not know what items they will be buying. A signed Investment Direction form with the TO BE DETERMINED box checked speeds up the buying process.When an Investment Direction with the TO BE DETERMINED box checked is submitted with the account application, GoldStar Trust notifies CMI Gold & Silver Inc. when the account is set up and funded. Then a CMI Gold & Silver Inc. broker calls you for the purchase.If a signed Investment Direction is not sent with the account application, the buying process becomes more cumbersome, with the new account holder being notified by mail that the account is ready for investing. This usually slows up the buying for several days. (We’ve seen it slow up the buying by weeks when the Post Office failed to deliver the notice quickly.)Still, investors not comfortable with signing Investment Direction forms in blank can wait and complete a form at the time of purchase. When this is done, the WRITEABLE feature of Adobe Acrobat Reader permits the TO BE DETERMINED to be overwritten.
5. A Rollover Certification is on page 16. This form needs be completed only when investors have received funds from retirement plans and are “rolling over” those funds to a GoldStar Trust IRA. In such cases, the rollover has to be completed within sixty days of receipt of the funds.Finally, when submitting a new account application to GoldStar Trust that will involve funds being transferred to GoldStar from an existing IRA, a copy of a recent statement of the existing IRA needs to be sent with the account application to GoldStar Trust. This enables GoldStar to verify that the funds are qualified to be put in an IRA.Page 13, 14 and 15 contain GoldStar Trust Company’s Custodial IRA Financial Disclosure and Fee Schedules. The other pages detail the terms of the agreement. Before opening a Traditional IRA with GoldStar Trust Company, read and understand all pages of the agreement.
6. Precious Metals Holdings Election FormAll metals in GoldStar Trust Company IRAs are stored at Delaware Depository Service Corporation (DDSC), Wilmington, DE. DDSC is a COMEX-approved warehouse.DDSC offers two types of storage, commingled and segregated. The cost of segregated storage is nearly double the cost of commingled storage. CMI Gold & Silver Inc. recommends commingled storage.This form, which is the last form on the application download, must be completed and forwarded to GoldStar Trust Company along with an account application.

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Follow this link for a GoldStar Trust ROTH IRA Account Application This is a 26-page document, which contains the following forms:

1. On page 18 is a Roth IRA Simplifier account application, which must be used to open a Roth IRA with GoldStar Trust Company. Fill in the fields highlighted in blue by using the mouse to move the cursor and the keyboard to type in the information. Or, you can print the form and fill in by hand.
2. A Cash Transfer Request form is on page 12. This form is used to request funds to be moved from an existing IRA to GoldStar Trust. This form should be completed and sent along with the account application to GoldStar when funds are being moved from an existing IRA. GoldStar will use the complete form to request the funds from the existing IRA.
   There is an option to using the Cash Transfer Request form. You can contact your existing IRA and instruct them to send the funds to GoldStar.
3. An Investment Direction form is on page 11. An Investment Direction form needs to be completed and sent to GoldStar anytime an account holder buys or sells. Faxing the form is preferable beacause it is faster. An althernative to faxing is to scan the form and attach it to an email. If the form is mailed, the process usually is slowd three or four days.
   On the Investment Direction form, there is a table where the items being bought are to be listed. There also is a TO BE DETERMINED box. In most instances, when accounts are being opened, investors do not know what items they will be buying. Signing and sending in an Investment Direction form with the TO BE DETERMINED box checked speeds up the buying process.
   When an Investment Direction with TO BE DETERMINED box check is submitted with the account application, GoldStar Trust notifies CMI Gold & Silver Inc. when the account is set up and funded. Then a CMI Gold & Silver Inc. broker calls you for the purchase.
   If a signed Investment Direction is not sent with the account application, the buying process becomes more cumbersome, with the new account holder being notified by mail that the account is ready for investing. This usually slows up the buying for several days. (We’ve seen it slow up the buying by weeks when the Post Office failed to deliver the notice quickly.)
   Still, investors not comfortable with signing Investment Direction forms in blank can wait and complete a form at the time of purchase. When this is done, the WRITEABLE feature of Adobe Acrobat Reader permits the TO BE DETERMINED to be overwritten.
4. On page 16 is a Rollover/Conversion Certification, which must be used when “rolling over” funds from Traditional IRA or a Roth IRA to a new Roth IRA with GoldStar Trust. This form is used only when investors have actually taken possession of funds previously in IRAs and they want to put those funds in a new GoldStar Trust Roth IRA. You will note on the form that the transfer must be done in a “timely manner,” within 60 days of having received the funds.
   Finally, when submitting a new account application to GoldStar Trust to open a Roth IRA that will involve funds being transferred to GoldStar from an existing Roth IRA, a copy of a recent statement of the existing IRA needs to be sent with the account application to GoldStar Trust. This enables GoldStar to verify that the funds are qualified to be put in an IRA.
   Pages 13, 14 and 15 contain GoldStar Trust Company’s Custodial IRA Financial Disclosure and Fee Schedule. The other pages detail the terms of the agreement. Before opening a Roth IRA with GoldStar Trust Company, read and understand all pages of the agreement.
5. Precious Metals Holdings Election Form
   All metals in GoldStar Trust Company IRAs are stored at Delaware Depository Service Corporation (DDSC), Wilmington, DE. DDSC is a COMEX-approved warehouse.
   DDSC offers two types of storage, commingled and segregated. The cost of segregated storage is nearly double the cost of commingled storage. CMI Gold & Silver Inc. recommends commingled storage.
   If segregated storage is desired, a Precious Metals Holding Election from must be requested for GoldStart Trust.

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GoldStar Trust Precious Metals Investment Direction form An Investment Direction form needs to be completed and faxed to GoldStar anytime an account holder buys or sells. (If faxing capability is not available, the form will have to be mailed, which usually slows the process only two or three days.)
When sending in an Account Application, fill in the Investment Direction form, and send it also. Further, initialing the box above the table permits the transaction to be completed much faster. If you do not initial the box, a GoldStar representative will have to call you to verify what you have purchased.
To speed up the purchase after the account is opened, the Investment Direction should be signed and sent with application. However, when the Investment Direction form is being filled in, you will not know specifically what you are buying. When this is the case, put TO BE DETERMINED in the table.

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Cash Transfer Request form
This form is used for GoldStar Trust to request transfer of funds from an existing IRA (or 401K) to GoldStar Trust. An alternative method of transferring funds is for the account holder to instruct the existing IRA to send the funds to GoldStar. If GoldStar is to request the transfer, the Cash Transfer Request form must be sent to GoldStar along with the account application.