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Please note:

Supporting Documentation Requirement

An invoice must be uploaded to support your Payment Authorization request and should be issued in the vesting name of your IRA account. If an invoice is unavailable, alternative supporting documentation (e.g., a yearly statement, payment confirmation, or agreement) must be uploaded to support your Payment Authorization request and must also be in the vesting name of the IRA account.

Note: Payment Authorization requests cannot be submitted without the required documentation attached.


Acknowledgment


By proceeding, you acknowledge and agree that:

  1. The uploaded supporting documentation must clearly substantiate the payment request.
  2. Failure to upload acceptable documentation will result in the Payment Authorization request being held and not processed.
  3. Requests for overnight delivery must include a valid physical address.

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Payment Authorization Form
1. Account Information




2. Asset Description


%
3. Payment Description







Any information that will assist with identifying your payment.
4. Funding  

For WIRE ($30 Fees)
For ACH ($10 Fees)







Account Holder Address:






(if different from whom the check is made payable)
Mailing Address:





If payment is over $5,000 it will be mailed certified mail unless marked otherwise below.

Invoices, Taxes, Mortgage Statement, ETC.
*Supporting Documentation Requirement
An invoice must be uploaded to support your Payment Authorization request and should be issued in the vesting name of your IRA account. If an invoice is unavailable, alternative supporting documentation (e.g., a yearly statement, payment confirmation, or agreement) must be uploaded to support your Payment Authorization request and must also be in the vesting name of the IRA account. Note: Payment Authorization requests cannot be submitted without the required documentation attached. Acknowledgment By proceeding to the Next Page, you acknowledge and agree that:
  1. The uploaded supporting documentation must clearly substantiate the payment request.
  2. Failure to upload acceptable documentation may result in the denial of your payment authorization request.
  3. Requests for overnight delivery must include a valid physical address.
Corporate Headquarters: New Vision Trust Company, 401 E. 8th Street, Suite 200R, Sioux Falls, South Dakota 57103
5. Signatures and Acknowledgement:
My account is self-directed and I, alone, am responsible for the selection, due diligence, management, review, and retention of all investments in my account. I agree that the Custodian and Administrator are not a fiduciary for my account, as the term is defined in the IRC, ERISA, or any other applicable federal, state, or local laws and this payment does not constitute a prohibited transaction as defined in IRC 4975. I acknowledge and confirm that I have received, read and understand each of the disclosures for my account(s) and direction(s) of investment, and consent and agree to the terms and conditions contained therein. I direct American IRA, LLC to execute the payment of the above-referenced expenses for the benefit of my account. I agree to hold American IRA, LLC harmless from any liability for any loss, damage, injury or expense which may occur as a result of the execution of this payment authorization form, a facsimile, electronic or other form of this request may be submitted if acceptable to the custodian. I understand that American IRA, LLC will have a reasonable amount of time to complete my instructions. I understand that if my request would cause my account to drop below the required minimum account cash balance, the request will not be processed. American Ira, LLC may contact me for verbal confirmation of my expense payment instructions, which may cause delays if I cannot be reached at the phone number listed on file.
By my signature below, I confirm that I have read and consent to the terms of this document and I further acknowledge that I have read and consent to the terms of the New Account Application, Custodial Agreement (Form 5305, 5305-A, 5305-RA, 5305-SA, 5305-SEP, 5305-C or 5305-EA, as application, “collectively referred to as “5305” or 401K Plan Agreement (“Sponsored Plan”) as applicable, Fee Schedule, Account Disclosure Statement and any other documents that govern my Custodial Account or Sponsored Plan, as such documents are currently written, or as they may be amended from time to time, (the “Documents”), which are incorporated by reference herein. (In the event of a conflict between the Documents and the 5305 and/or Sponsored Plan applicable to my Custodial Account, the 5305 or Sponsored Plan shall govern).


Please note we will retain enough cash in your Custodial Account to maintain your minimum required balance, and to cover any investment-related fees or any unpaid fees before sending your requested amount. If there are insufficient funds to cover the minimum balance and/or fees, your request will be put on hold until sufficient funds are available.
Corporate Headquarters: New Vision Trust Company, 401 E. 8th Street, Suite 200R, Sioux Falls, South Dakota 57103
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