Get Regalassets

This guide provides a comprehensive approach to filling out the Regalassets document for setting up your Gold IRA account. By following these clear instructions, you will ensure that your information is accurately submitted for account establishment.

Follow the steps to complete the Regalassets form effectively.

1. Press the ‘Get Form’ button to access the document and open it in your editing software.
2. Fill in your legal name in the Account Holder section, followed by your social security number, date of birth, and complete address including city, state, and zip code. Don't forget to include your phone number and email for contact purposes.
3. Proceed to the Designation of Beneficiaries section. Enter the name and social security number of each beneficiary. Each beneficiary should also have their address, phone number, date of birth, city, state, zip, email, and the percentage of share they are entitled to.
4. In the Current Custodian's Information section, provide the name of your current custodian, account number, their address, phone number, city, state, and zip code. If applicable, include their fax number.
5. Move to the Asset Liquidation Instructions area. Indicate whether the account will or will not close your current retirement plan, and specify the quantity of assets in the account.
6. Complete the Official Use Only section with your account representative's name and account number. Ensure to sign and date the form, confirming all information provided is accurate.
7. Finally, review the completed form for any errors. Once satisfied, you can save your changes, download a copy, print the document, or share it as needed.

Take the first step in securing your Gold IRA account by completing the Regalassets form online.