PMI provides you with all the Documentation you require to establish your Precious Metals IRA with Equity Institutional, one of the largest independent self-directed retirement custodians in the US that administers Accounts for Individuals and Businesses in all 50 States.
Please access and print all of the information and Account forms placed in the documents section, and follow the directions for completion. These forms, once completed and processed, will allow you to place your order for the Bullion or Coin Product of your choice directly with PMI's Trading Desk (After which Equity Institutional and PMI coordinate payment from your Account and Delivery of the ordered product to your Account). When the time comes when you wish to sell any or all of your product, it's as simple as a phone call to PMI's Trading Desk.
Note: In order for PMI to provide these products and services you will be required to appoint PMI as your Designated Representative on your Account (See "7. ACCOUNT AUTHORIZATIONS" on page 4 of the Individual Retirement Custodial Account Agreement). PMI will receive a copy of your Equity Institutional Precious Metals IRA Statements, which allows PMI to verify funds in your Account to pay for your purchases and product in your Account when you wish to sell.
Commission Disclosure: In addition to the Ask Price of Products from PMI for Delivery to your Equity Institutional Precious Metals IRA, PMI will charge you a commission of 3% on all purchases and a commission of 1% on all product you sell from your Equity Institutional Precious Metals IRA to PMI.
Should you have been introduced to PMI by a third party Broker Dealer, PMI's invoices will reflect your Broker Dealer's commission charges which shall be paid to your Broker Dealer by PMI.
Please Click Here for our current Bid/Ask price list on the fabricated products we have available to you for your IRA.
Should you have any questions or need assistance with the completion of your Account Documents, please do not hesitate to call us at 1-866-764-2878 or email us at firstname.lastname@example.org.
We look forward to assisting you in adding Precious Metals Products to your Individual Retirement Account and thank you for your patronage.
Precious Metals IRA Documents
If you wish to establish a Precious Metals IRA, print out and read the 4 page Precious Metals IRA – How to Get Started document. You will then need to print out, and read the 32 page Application – Traditional, Roth, or SEP IRA document. You must complete, sign and date the Individual Retirement Custodial Account Agreement found on pages 2-5. The form has been pre-filled out with PMI's information under Designated Representative for your convenience. If you are transferring an IRA from another Trustee/Custodian, you must also complete, sign and date the Account Transfer Form.
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