Custom Checkbook IRA Application

Please complete this form to initiate your Custom Checkbook IRA services,

"*" indicates required fields

Step 1 of 2

Welcome to Custom Checkbook IRA! Upon submission of this form, ReSure will initiate the LLC formation process and will provide you with LLC Articles of Organization, LLC EIN, and LLC Operating Agreement. Those will be delivered to you electronically through ReSure's online client portal, along with a link to finalize your SDIRA custody and LLC bank accounts online.
Your Personal Information
Physical Address
IRA/HSA Account Type*
Select the type of IRA/HSA account to be formed
Please enter the state in which you'd like your IRA-LLC to be established. by selecting from dropdown.