Payment Authorization Form

Use this form to authorize a payment of an invoice for an asset in your IRA. 

All data is PGP encrypted. Data collection exceeds compliance standards for HIPAA, GDPR, and PCI.

Tips:

  • Have a copy of your invoice and supporting documents ready to upload

  • Have bank information ready if you are sending payment via Wire or ACH

  • Have enough funds available in the account to cover payment 

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Transaction Fee If Paid By:

Wire:      $30
ACH:      $0
Check:   $7
*Cashier's Check $30

*overnight delivery is required $30

Fee Schedule PDF

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