My Retirement Account Forms

 Congratulations:  You are very close to Opening your Account: 

We have listed your options on the bar to the left.  The first four options are different types of accounts that you can open.  (Traditional, Roth,  SEP, or SIMPLE).  If you don’t know which one is right for you.  Click on each and read a brief description, if you still have questions, CALL.  We are glad to help. 

Now for you advanced types.  If you know what type of investment you are making like Real Estate, investing in a Private Company, or making a loan to someone out of your IRA (Private Debt), then click on the option, “Specialized Investment Kits“.  We have done a thorough and complete job of starting your paperwork for you based on the type of initial investment you would like to make.  EASY. 

FEES, I know, not fun, but necessary to provide you this elite level of customer service.  Click on the Fee Schedule button and download the fee schedule.  We designed this fee schedule to be easy to calculate and rewarding for those of you who have more money in your retirement account.  As you grow your account, your fee per/thousand dollars invested actually goes down.  I know, hard to believe, we want you to grow your retirement, we want you to feel like you have value and reward for your hard work.  You earned it.

The Miscellaneous Account Forms are things you may or may not need to better service your account during your time as a Kingdom Trust Client.  This includes things like address changes, distributions, etc. 

Finally we wanted you to know that we follow the Patriot Act with every customer.  Click the link to see what this means and why we ask for some information.  All legal, all legit, all required.  Your participation is appreciated. 

That is how The Kingdom Trust Company can help get you going.  This section of the website has all the tools you’ll need to open a MyRA. The forms, investment kits and other information is right here. If you need additional help, please give us a call at 1-888-753-6972.