Application Form

Self-Directed Checkbook Solo 401k Plans & Self-Directed Checkbook Control IRA LLCs

This is a secure, encrypted page. Your information is safe and your privacy is important to us. We never sell or rent any of your information.

Complete the application form below to get started with your Solo 401k plan. This information is used for the purpose of creating your customized Solo 401k documents and obtaining the new trust EIN.

Typical turn time for document delivery is 1 day after receiving your completed application.

Some fields within the form below have descriptions to help you complete the application. For complete application instructions, click here.

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"*" indicates required fields

Eligibility*

I have self employment activity but no full time non-owner W2 employees.

Does your business have any part time employees?*

Yes

How did you hear about us?*

Google search

Yahoo search

Referral

Other

Please specify*

Referrer name*

1. Trustee Information

Select One First Name Middle Name Last Name

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone*

Email*

Is this email address correct?*

This email address will be used for all communications from Discount Solo 401k and will be the email address you use to access our support center and obtain your plan documents.

Yes, the email is correct

SSN*

Date of Birth*

2. Business Information

Business Name*

This may be your name if you have a sole proprietorship with no DBA.

Business Phone*

Business Start Date*

This can be approximate.

Business Address*

Same as trustee address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Form (select one)*

LLC

C Corporation

S Corporation

Sole Proprietorship

Partnership

Note: Select "LLC" for an LLC taxed as a Corporation

LLC Taxation*

LLC taxed as Sole Prop / Partnership (most common)

LLC taxed as Corporation

State of Formation*

Business EIN*

Some sole proprietors use their SSN as the business EIN.

Fiscal Year End*

12/31

Other

Month

Day

NAICS code or Brief Description of what business does*

If you know the 6 digit NAICS code for your business, enter it here. If not, please provide a brief description of what the business does.

Do you have an existing Solo 401k for this business?*

Yes

Will this plan replace the existing plan?

Yes, this will be a restatement of my existing plan

No, I will maintain both plans

Effective date of original plan*

Trust EIN

If your original Solo 401k has its own EIN number, enter it here. If not, we will obtain an EIN for the new trust.

3. Plan Information

If married, will your spouse participate in the plan?*

Yes

N/A

Will spouse be co-trustee?

Yes

Your spouse does not have to be a trustee to participate in the plan. Trustees are able to have check writing authority.

Spouse full legal name*

Spouse email address*

Desired Solo 401k Plan/Trust name*

Example: ABC 401k Trust | For more info, see the application instructions.

4. Credit Card Authorization Form

Billing Name*

Billing Address*

same as trustee address

same as business address

other

Billing Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Card Type*

Visa

MasterCard

AmEx

Discover

Card Number*

Exp Month*

Exp Year*

CVV*

Solo 401k

Price:

Coupon

Processing and Delivery Options

E-sign

Rush fee

If you would like to be able to sign your documents electronically without printing and signing with a pen, you may add the E-sign option for $25.

Total

Terms:

Discount Solo 401k will prepare and provide to you all necessary Solo 401k plan and trust documents to give you checkbook control of your funds as Solo 401k trustee. Plan documents include an IRS determination letter proving the plan’s qualified status. We will also obtain or assist you in obtaining an EIN for your new 401k trust. This EIN is different from any EIN or taxpayer ID you may already have for your business. We will provide annual maintenance including any amendments or restatements required to keep the plan’s qualified status with the IRS. Annual maintenance is priced at $100 per year. Annual fees are billed starting 1 year after the first day of the month in which the application was submitted and continue each year thereafter. Late fees may apply to annual fees not received before the end of the billing grace period. A $5 termination fee applies for plan termination or cancellation of ongoing maintenance and support.

Nature of service:

Any information provided by Discount Solo 401k is not intended to be a substitute for professional advice from an accountant, attorney, or qualified tax preparer. Our services are intended for an individual who is a fiduciary to his or her own 401k. You hereby recognize that as a plan fiduciary, you are responsible for making decisions about the investments of the plan as well as when and where to seek advice and services for the plan. Our services do not transfer any fiduciary responsibility and we never handle any of your retirement funds. Discount Solo 401k prides itself on helping people get control of their own retirement assets.

Consent:

I agree to the terms and authorize the charge to my card. I authorize the creation of my Solo 401k documents and certify the information I have provided is true and accurate.

I agree to the Terms of Service (full scroll required)

Signature*

Date*

Notes

Please click the "Submit" button to ensure we get your information. If anything is missing, you'll get a popup window letting you know updates are needed before your application is sent to us. You will see a confirmation page when your application is successfully submitted.

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Your information is safe and your privacy is taken seriously.

***Application Form***

1. Trustee Information

2. Business Information

3. Plan Information

4. Credit Card Authorization Form

Please click the "Submit" button to ensure we get your information. If anything is missing, you'll get a popup window letting you know updates are needed before your application is sent to us. You will see a confirmation page when your application is successfully submitted.

Application Form