***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.


Your information is safe and your privacy is taken seriously.