IRA Application Form

Please complete the IRA Application form below. Once you have successfully completed this form, you can review and sign your application form electronically.

1 Tell Us Who You Are

Title

First Name *

Middle Name

Last Name *

Street Address

Street Address *

City *

State / Zip Code *

Mailing Address (if different from above)

Mailing Address

City

State / Zip Code

Personal Info

Social Security Number *

Date of Birth *

Home Phone *

Work Phone

Email Address

Driver's License Info

Driver's License # *

State Issued *

Expiry Date *

2 Choose the Right IRA, Funding and Account Options for You

Type of IRA *

Traditional
Roth
SEP

Is this account an Inherited IRA? *

Deceased Owner's Name

Deceased's Date of Birth

Deceased's SSN

Deceased's Date of Death

Funding of this IRA will initially come from: *

Transfer from an existing IRA
Rollover from another IRA
Rollover from a previous employer's qualified retirement plan

Online Access and Statement Options *

Online access and online statements
Paper statements mailed to you (annual fee)

3 Designate Your IRA Beneficiaries

Beneficiary 1 *

Benficiary Type

Primary

Name

Address is the same as the Account Holder's

Address

City

State / Zip Code

Country

USA
Other

Date of Birth

Social Security Number

Relationship

Share %

(e.g. 50%)

Beneficiary 2 (optional)

Benficiary Type

Primary
Contingent

Name

Address is the same as the Account Holder's

Address

City

State / Zip Code

Country

USA
Other

Date of Birth

Social Security Number

Relationship

Share %

(e.g. 50%)

Beneficiary 3 (optional)

Benficiary Type

Primary
Contingent

Name

Address is the same as the Account Holder's

Address

City

State / Zip Code

Country

USA
Other

Date of Birth

Social Security Number

Relationship

Share %

(e.g. 50%)

Beneficiary 4 (optional)

Benficiary Type

Primary
Contingent

Name

Address is the same as the Account Holder's

Address

City

State / Zip Code

Country

USA
Other

Date of Birth

Social Security Number

Relationship

Share %

(e.g. 50%)

4 Other Information

Current Marital Status *

I am not married. I understand that if I become married in the future, I must complete a new Designation of Beneficiary form.
I am married. I understand that if I choose to designate a primary beneficiary other than my spouse, my spouse must consent.

Designate a Representative *

I do not wish to designate a Representative at this time. This option prevents TME from processing order request on your behalf.
I wish to designate The Metal Exchange as my representative. If selected TME will be able complete account request on your behalf with permission. (Recommended)

Storage Provision

I elect Segregated Storage of my precious metals and wish to pay the extra fees. (not available for silver)

System response and account access time may vary due to market conditions, system performance, and other factors.

Gold 24 Hour Spot

Silver 24 Hour Spot

IRA Application Form

1 Tell Us Who You Are

Street Address

Mailing Address (if different from above)

Personal Info

Driver's License Info

2 Choose the Right IRA, Funding and Account Options for You

3 Designate Your IRA Beneficiaries

Beneficiary 1 *

Beneficiary 2 (optional)

Beneficiary 3 (optional)

Beneficiary 4 (optional)

4 Other Information

Current Marital Status *

Designate a Representative *

Storage Provision