Set-up an Account

Trust Company of America Self-directed IRA Account Application and Investment Authorization

Trust Company of America Self-directed Qualified Plan or 403(b) Account Application

Download the Self-directed IRA Account Application and Investment Authorization form or the Self-directed Qualified Plan or 403(b) Account Application form. You may complete the form online by typing in all necessary information or, if you prefer, you may print a hard copy and fill out all necessary information by hand. With either method, your signature is required.

The account application must be completed in full, printed, signed, dated and mailed to the address provided on the form. Please retain a copy of the completed paperwork for your files.

IMPORTANT: If you are transferring an existing account, you must also complete the Self-Directed Transfer form included in the Trust Company of America applications.

If you require assistance in opening your account, please contact Client Service Department at 1-800-223-4133.