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GFT IRA Account Documents

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Individual Account Application - These documents are not needed if online application has been submitted.

IRA Customer Agreement

W-9(US Clients)

W-8 BEN (non-US Clients)

Additional Risk Disclosure* - Only needed if annual income or net worth is below $25,000.

Disclosure Statement (read only)

Trading Regulations (read only)

- In addition to GFT's documents, trust company IRA paperwork must also be completed. Please contact the trust company diretly for additional information.

- Funds: only a check or wire transfer sent from the trust company will be accepted.

Once we receive your account opening documentation together with proof of identity you will receive a confirmation receipt of documentation by e-mail. For any questions concerning setting up an account call customer support at (801) 794-3021 or contact us by the email provided on our contact us page.