PENSCO Trust Self-Directed IRA - Open and Fund an IRA

Take Control Now. Complete your application online. Having immediate access to your information allows us to expedite your account establishment.

Get a FREE Copy of "IRA Wealth" by Patrick Rice.
By completing our online application you qualify for a complimentary copy of "IRA Wealth" by Patrick Rice. To receive your copy, write on the top of your application "FREE BOOK" before submitting the original. A copy will be mailed to you promptly.

Online Application Hints:
Get your information ready:
Social Security #, D.O.B., and address for all account beneficiaries. If you plan on transferring funds from another account, you will be asked to provide us with your current account's information online, so find your most recent statement.
Mail in your Signature Pages: Your account cannot be activated until we receive your original Signature Pages from you in the mail (we can not accept a faxed copy). Please read the instructions on the last step of the online application process.

The online application is designed to work best with the following software and systems:
Computer: IBM Compatible PC
Browser: Internet Explorer 6.0 or better
Operating Systems: Windows ME, XP 2000 or Vista

Print the Forms and Documents:

IRA: Open and Fund Kit - All the forms you need to get started in self-directing your retirement. This bundle includes the IRA Application, IRA Funding Form, IRA Owner Agreement and Disclosure Statement, and Fee Schedule.

SEP IRA: Open and Fund Kit - This bundle includes the IRA Application, 5305-SEP, IRA Funding Form, IRA Owner Agreement and Disclosure Statement, and Fee Schedule.

You will need the Adobe Acrobat Reader version 5 or newer software in order to print your generated form at the end of this process. Click on the link below if you do not already have Adobe Acrobat Reader version 5 or newer.

Please Note: Whether you use the IRA Online Application or fill out a blank IRA Application and Funding Form, the signature pages need to be mailed to either of the following addresses:
For All USPS Mail: PENSCO Trust P.O. Box 26903 San Francisco, CA 94126-6903	For Overnight Mail: PENSCO Trust 450 Sansome St., 14th Floor San Francisco, CA 94111-3306