Self-Directed IRA Enrollment Form for

Use this form to open a self-directed IRA if you are a member of the CALIFORNIA ASSOCIATION OF REALTORS®.

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  • Have your social security number, home address, date of birth, etc. ready.
  • Have a digital copy or picture of the front of your  unexpired ID, driver's license, or passport. Make sure the image is legible.
  • Have a credit card handy to pay the account establishment fee.

Need Help?

Contact Enrollment Support

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Discounted Fees:

Establishment Fee:  $50

Annual Fee:  $199
(includes one asset)

Additional Asset (each/per year)  $25

Fee Schedule PDF

Self-Help Article

5 Reasons Every REALTOR® Should Have a Self-Directed IRA

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