What kind of information would I need to provide in that application for 7k’s gold-backed IRA?
Here’s the full list of what to have on hand when you’re filling out the application:
- Your name, address, and date of birth
- Type of account you want to open (Traditional IRA, Roth IRA, Solo 401(k), etc.)
- Investment type (Real Estate, Private Equity, Precious Metals)
- Credit card
- Your mobile phone for PIN verification
Also, just in case and if applicable, bring:
- A Current and valid Drivers License or other State Issued ID
- Current account statement if you are transferring or rolling over funds from another financial custodian
- Name and Social Security Numbers for your designated beneficiaries
Updated on: 16/05/2024
Thank you!