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IRA Account Funding Instructions:
- To fund your IRA account, go to the following website, www.theentrustgroup.com
- Click the “Forms” link near the top right of the page
- Click the “Buy Direction Letter (Standard)” pdf file.
| Mail the completed form to: |
Entrust Administration Inc
555 12th Street Suite 1250
Oakland, CA 94607
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IRA Withdrawal Instructions:
- To withdraw funds from your IRA account, go to the following website, www.theentrustgroup.com
- Click the “Forms” link near the top right of the page
- Under the “Distribution Withholding and Request” heading select either:
- “Roth IRA Distribution Withholding” pdf file (or)
- “Traditional, SEP, SIMPLE, ESA Distribution Withholding” pdf file as appropriate for your type of IRA account
| Mail the completed form to: |
Entrust Administration Inc
555 12th Street Suite 1250
Oakland, CA 94607
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Please contact Entrust with any questions regarding completing their forms: phone: 510-587-0950 fax: 510-587-0960
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