Church Bond IRA Kit - Traditional - GoldStar Trust

Traditional IRACHURCH bond IRAINVESTMENT GUIDE CHECKLIST FOR NEW ACCOUNTS 1. IRA Simplifi er (account application) 2. Transfer/Direct Rollover Request OR IRA Rollover Certifi cation (if you already have the rollover check in hand) 3. Identifi cation - Enter your driver s license information on the Simplifi er. If you do not have a valid state-issued driver s license, provide a legible photocopy of a valid government-issued photo ID, passport or notarized document. 4. Most recent account statement (from existing IRA custodian or qualifi ed plan) 5. $25 Check for overnight delivery (optional) 6. Subagreement - Your broker-dealer will submit this form to GoldStar . 7. Account Representative form (gives online account access to your rep.)

ROLLOVER TYPE AND ELIGIBILITY REQUIREMENTS To be eligible for an IRA rollover type listed below, ALL statements for that rollover type must be true.By signing this form, you are certifying that all applicable statements are true.

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