To open an Account, select the account type and complete the form online. Once you've completed the form please print, sign and mail to the address listed on the application form. Please keep in mind the following:

  • The M2 Trust fee schedule is included in the IRA Account Application.  Service fees are charged for account and asset maintenance and any client-directed activities such as investment purchases or sales, expense payments and distributions.
  • Any missing information (including a signature) on the account application will delay account opening.
  • Funding the account through a custodian-to-custodian transfer or 401(k) rollover may take several weeks to complete.  You should determine if this timeframe will impact any investment deadlines that may exist.

 

OPEN AN ACCOUNT

Traditional IRA Application

Roth IRA Application

SEP IRA Application

5305 SEP

Personal Custody Account Agreement

M2 Trust Fee Schedule

FUND AN ACCOUNT

IRA Transfer Request

Rollover Certification

Delivery Instructions

PURCHASE OR SELL AN INVESTMENT

Precious Metals Investment Directive

Private Note Investment Directive

Private Offering Investment Directive

Real Estate Investment Directive

Single Member LLC Directive

Real Estate Investment Information

Property Management Servicing Agreement

Real Estate Investing Quick Tips

Real Estate IRA Investments

INVESTMENT GUIDES

Precious Metals Investment Guide

Private Note Investment Guide

Private Offering Investment Guide

Real Estate Investment Guide

Single Member LLC Guide

UPDATE ACCOUNT

Address Change Authorization

Beneficiary Designation

Interested Party Designation

eSignature Consent

DISTRIBUTION REQUESTS

IRA Distribution Request

EMPLOYER PLAN SERVICES

M2 Trust Employer Plan Services Guide 2018

 

 

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