Step 2: Complete IRA Transfer Forms
You have indicated that you would like to use retirement funds as your funding source. If you are using cash instead,please click here.
Soon after indicating whether you are using a Traditional or Roth IRA on your NPA, we will send you the GoldStar application, IRA Direct Rollover Request, and Investment Direction forms via Docusign.
Once you have completed these forms, they will be held until the funding phase.