Application Form

Self-Directed Checkbook 401k Plans for the Self-Employed

This is a secure, encrypted page. Your information is safe and your privacy is important to us. We never sell, rent, or share 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 2 days after receiving your completed application, though this can increase as we approach the end of the year due to application volume.

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

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