You're taking the first step in self-directing your retirement account and taking control of your financial future.
Please note: For security purposes, data cannot be saved. Once you begin the application you must complete the entire process.
By clicking below, you agree to enter our secure online account application process and consent to utilizing electronic signatures to establish your self-directed account.
Please note, most transferring custodians do not accept digital signatures to effect an account transfer. Upon completion of your electronic application, NuView may request a physically signed transfer request as required from your transferring institution.
The process to establish your self-directed retirement account is simple and can be completed by entering the requested information below. Upon completion, NuView will establish your self-directed account and a welcome package will be mailed to you with your account number.
In order to fund your self-directed account, you will need to provide NuView instructions on whether you will be making an annual contribution, transferring from an existing IRA or requesting a rollover from a 401k or other employer sponsored retirement plan.
* required fields
Is this your mailing address? *
Would you like to review your statements online? *
Would you like to receive email notifications of changes to your account? *
Our transfer form will appear further below.
Our rollover form will appear further below.
Would you like to designate an interested party on your account? *
I hereby authorize the following representative as interested party on my self-directed IRA. I understand this named representative will have access to my account details, balance, holdings and any other account related activity. Interested parties DO NOT have the ability to sign on your behalf or move funds in or our of your self-directed account. I also understand that this will remain in effect until revoked in writing.
Would you like the named interested party to be provided a login to view your account online? *
Select Beneficiary Type *
Add another beneficiary? (up to 4)
Select Beneficiary Type
Choose Fee Schedule
$295 Per Asset and/or Liability ($295 Minimum Account Fee)
Would you like your fees to be deducted from your self-directed account, or charged to a credit card? *
Would you like to add a credit card to your account to pay fees if your cash balance is insufficient? *
Please first choose an account funding method under Account Details.
You have completed all required sections of the form.
Annual contribution for
Will your transfer be cash or in-kind? (transferring non-cash assets)
Please send cash via:
Add another asset? (up to 4)
How would you like this request sent to your current custodian?
Will your rollover be cash or in-kind? (rolling over non-cash assets)
If cash, under complete, remove (liquidate and send all proceeds). Remove send cash via wire or check.
Please provide the requested personal information to establish your account. This information will be used to confirm your identity and satisfy the Know Your Customer requirements.
Marital Status is required to determine if you will need to obtain spousal consent for your beneficiary designation.
Current (or most recent) Occupation: If you are currently retired or unemployed, please provide your previous occupation.
Please provide the necessary contact information and contact preferences so NuView may contact you, as needed, per your desired preferences.
Legal address must be a physical address and cannot be a PO Box. You may provide a separate mailing address, which can include a PO Box. Accounts without a physical legal address cannot be opened.
Online statements and Email notifications will provide the most expedited method of communication. Opting out of these options will result in mailed communication, which may delay processing times and incur additional fees.
Please provide the details on the type of account you wish to establish and how you plan to fund the desired account.
Account types are based on a variety of factors that you should discuss with your tax professional. Please select the type that best suits your needs and retirement objectives.
Account funding is dependent on how you will be funding your account. Please contact your current retirement account administrator for available options to move the account.
Interested parties allow for designated parties to communicate with NuView on your behalf. These parties can inquire account your account, transactions and balance, but have NO AUTHORITY to sign or approve transactions on your behalf.
Please provide information to designate death beneficiaries to your account.
Primary beneficiaries would be the first in line to inherit your account upon your death.
Contingent beneficiaries would only inherit your account if the primary beneficiary(s) were also deceased upon your death.
The total share percentage for both primary and contingent (if applicable) beneficiaries must equal 100%. If you would like to designate a trust as one of your beneficiaries, you will be required to provide NuView with a summary of the trust.
Please select the best fee option for your account.
Fee Based on Number of Assets – This fee option will assess your annual fee based on a flat $295 fee per asset (cash excluded). This option does not take the value of your account value into consideration.
Fee Based on Total Account Value – This fee option will assess your annual fee based on the total value of your account. This option does not take the number of assets you hold into consideration.
By default, account fees will be deducted from your account. You can elect to add a credit card to the account and choose to ALWAYS charge fees to a credit card or you can choose to ONLY charge your credit card if you do not have enough available undirected cash in your account.
Please provide the details of the account you wish to transfer to your self-directed account so NuView can make the request on your behalf.
Please note: Original signature and medallion guarantee stamp may be required by your current custodian. A new accounts team member will notify you should these requirements need to be satisfied.
Current Custodian/Trustee is the firm that is currently holding the funds you wish to transfer. Account number refers to the account number on the account, at your current custodian, that you wish to transfer. The transfer department address can be obtained by contacting your current financial institution and inquiring where account transfer requests should be sent.
Account type should match the type of account you have at your current financial institution. Please note: Pre-tax accounts cannot be transferred to post-tax accounts and vice versa.
Please let us know what type of transfer you would like to request.
For In-Kind transfers please provide an asset description of each unique asset you will be transferring. We will also need the current market value of each unique asset. Please Note: NuView does not accept in-kind transfers of publicly traded securities
For cash only transfers, please select Cash Transfer. For accounts transferring assets in-kind, please select In-Kind Transfer. Please note: NuView does not accept publically traded securities as in-kind transfers.
Please provide the details of the account you wish to rollover to your self-directed account. Please note: Rollovers must be requested by the account holder. NuView cannot request rollovers on your behalf.
Current Custodian/Trustee is the firm that is currently holding the funds you wish to rollover. Account number refers to the account number on the account you wish to rollover. If you do not have an account number, please leave this section blank. The transfer department address can be obtained by contacting your current financial institution.
Account type should match the type of account you have at your current financial institution.
Please provide us the details of your rollover including your eligibility to perform this transaction.
For In-Kind rollovers please provide an asset description of each unique asset you will be rolling over. We will also need the current market value of each unique asset. Please Note: NuView does not accept in-kind rollovers of publicly traded securities.
While neither of you nor any disqualified parties may use the property to live or vacation in, you may choose to distribute the property from your IRA if you wish to use it beyond investment purposes.
An investment property in your retirement account would be titled as "NuViewIra FBO (For the Benefit Of) Your Name IRA."
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