1 2 3 4 5 6 7 8 9 10 11 Fill out the form to get started. As we transition you to your new IRA account with Todd Jackson, we do require a $500 deposit. Get Started Form Step 2: Personal Information Personal Information Full name as it should be listed on IRA: Street Address: City, State, Zip Code: Email: Social Security Number: Date of Birth: Your Occupation: Primary Beneficiary Full Name: Address (If not same as above): Social Security Number: Date of Birth: Relationship To You: Percentage of IRA: Secondary Beneficiary (Optional) Full Name: Address (If not same as above): Social Security Number: Date of Birth: Relationship To You: Percentage of IRA: Required Documents New IRA Type (Select all that apply): Traditional Roth SEP SIMPLE Traditional IRA Statement (PDF or Image): Roth IRA Statement (PDF or Image): SEP IRA Statement (PDF or Image): SIMPLE IRA Statement (PDF or Image): Driver's License (PDF or Image): Payment Information Process Payment & Continue Thank You Todd Jackson has received your submission and deposit. Once Documents are approved, Todd will send documents for signature. It is your responsibility to ensure that cash is available for transfer. Work with your prior manager at the prior institution on what assets to sell, if needed, to create the necessary cash. Waiting for admin approval to proceed... Todd Jackson has formed the LLC. You are now the legal manager of this LLC, enabling you to self-direct investments. As this step is taking place, you need to prepare your money for the transfer with your prior institution manager. Waiting for admin approval to proceed... Expect to receive prepared LLC documents for signing via DocuSign. All oficial documents will be available on your portal login. You will be able to download your documents through your portal. Takes about two weeks to prepare documents for signature. Waiting for admin approval to proceed... We will send you the articles of organization, operating agreement, and EIN for the new LLC, allowing you to open a bank account. You will receive an invoice for the preferred email for the remaining $1,000 balance. Due within 15 days (about 2 weeks). Waiting for admin approval to proceed... IRA Custodian: IRA Custodian Contact Information: Waiting for admin approval to proceed... Custodian will confirm with you once the funds have been transferred. Custodian Contact Information: Waiting for admin approval to proceed... Instruct the custodian on how much and when to transfer funds into the new IRA LCC bank account, giving you the control as the manager. Custodian Contact Information: Waiting for admin approval to proceed... You are now ready to start investing! Watch the video above about what you can do to start to invest in and how to keep your investments safe, secured and tracked. Custodian Contact Information: Next Every January, your custodian will send you a form to complete by email. This form lists the value of your assets for IRA reporting compliance. Custodian Contact Information: How did we do?
