IRA Intake Form

Open a Gold IRA Account

Complete the form below to Open or Rollover a Citadel Gold IRA Account today. Your answers will be collected securely and privately here. If you have any questions or need assistance completing this form, please call our IRA Specialists at 310.209.8166.

IRA Intake Form

Account Holder Information

Please enter the information below as completely and accurately as you can.

First Name

Last Name

Physical Address (No P.O. Box)

Apt. or Suite

Address

City

State / Region

Zip Code

Country

Phone

Social Security

Drivers License

Date of Birth

Driver’s license expiration date

Country of Citizenship

Marital Status

Gender

Check those that apply:

Beneficiary account I inherited from someone

Account holder is a minor

Beneficiary Designation

Please enter the information below on your beneficiaries as completely and accurately as you can.

Name of First Beneficiary

First Beneficiary: Primary or Contingent?

Address

First Beneficiary Physical Address (No P.O. Box)

First Beneficiary Apt. or Suite

City

State

Zip Code

Country

Phone

Date of Birth

Social Security

Relationship to you

First Beneficiary Share %

If you have a second beneficiary, please enter their information below.

Name of Second Beneficiary

Second Beneficiary: Primary or Contingent?

Address

Second Beneficiary Physical Address (No P.O. Box)

Second Beneficiary Apt. or Suite

City

State

Zip Code

Country

Social Security

Relationship to you

Phone

Date of Birth

Second Beneficiary Share %

Where Are Your Funds Currently Held?

Please enter the information below as completely and accurately as you can.

Name of Present Trustee or Custodian

Account Type

Account Number

Estimated Account Value

Transfer Instructions for Current Trustee/Custodian

Please enter the information below as completely and accurately as you can.

Type of Transfer

Amount to be Transferred

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Open a Gold IRA Account

Account Holder Information

Beneficiary Designation

If you have a second beneficiary, please enter their information below.

Where Are Your Funds Currently Held?

Transfer Instructions for Current Trustee/Custodian