| Transfer On Death Registration Form | individual | This form should be used to designate your account to be registered for Transfer on Death (TOD) to a beneficiary. | Account Maintenance | |
| Futures/Forex Authorization and Initial Funding Direction | individual | The Futures Forex Authorization and Initial Funding Direction form is used to initiate the initial investment into a Futures investment. | Inv Direction | |
| Futures/Forex Subsequent Funding Direction | individual | The Futures Forex Subsequent Funding Direction form is used to initiate subsequent investments into a Futures investment. | Inv Direction | |
| Self-Certification for a Waiver of the 60- Day Rollover Requirement | individual | Use this form to direct a rollover contribution to your IRA or retirement plan after the 60-day rollover period has passed if you claim eligibility for the IRA 60-day rollover waiver. | Miscellaneous Forms | |
| Designation of Advisor | individual | Designation of Advisor | Account Maintenance | |
| Beneficiary Designation Change | individual | Used by IRA clients to add or update beneficiaries on their account. This form may be emailed, faxed, or mailed in. | Account Maintenance | |
| Waiver of Right of Revocation | individual | Waive the right to revoke a new account within the seven (7) day revocation period. | Miscellaneous Forms | |
| Affidavit for Power of Attorney | individual | The form is completed by the Investment Advisors, registered representatives of Broker Dealers that would like to accept certain authorities over their client accounts. These advisor can grant other authorized Indiv at their firm access to client accounts at Inspira. These firms also gain access to MAP (Advisor Portal) as well as MT Online and Data feeds. | Account Maintenance | |
| Third Party Authorization | individual | Allows a third party to view or discuss transactions on a client's behalf. | Account Maintenance | |
| Address Change Form | individual | Provides authorization to update the address, phone number, and/or email address of all account types. These changes can also be made in the Inspira Investment Platform or via phone call to Investor Services upon identity verification. This form may be emailed, faxed, or mailed in. | Account Maintenance | |
| Asset Assignment | individual | Needed to either rollover an alternative asset into an IRA or to deposit an alternative asset in a taxable account. | Account Open/Fund | |
| 60 Day Asset Rollover Request | individual | Form used to initiate a 60-day rollover of assets previously distributed from an employer plan or IRA account. | Account Open/Fund | |
| Custodial Account Transfer Authorization | individual | Initiates a transfer of cash and/or assets from another custodial account for deposit to a custodial account held at Inspira. This form may be emailed, faxed, or mailed in. The contra custodian should be contacted before emailing or faxing to confirm an original signature is not required. | Account Open/Fund | |
| IRA-to-IRA Account Transfer Authorization | individual | Initiates a transfer of cash and/or assets from another IRA custodian for deposit to an IRA held at Inspira. This form may be emailed, faxed, or mailed in. The contra custodian should be contacted before emailing or faxing to confirm an original signature is not required. | Account Open/Fund | |
| Qualified Plan Direct Rollover | individual | Authorizes or requests a direct rollover of cash or assets from the participant's qualified plan to an IRA or qualified plan at Inspira. This form may be emailed, faxed, or mailed in. The plan administrator should be contacted to determine if they have their own required rollover or distribution paperwork or if they will accept Inspira's form. | Account Open/Fund | |
| Internal Transfer Authorization | individual | Initiates an internal transfer of cash and/or assets from one Inspira account to another. The account owner must be the same on both accounts and the account types must be compatible for transfer. This form may be emailed, faxed, or mailed in. | Account Open/Fund | |
| Open New Account | individual | Open New Account. | Account Open/Fund | |
| Deposit Form | individual | Required for depositing cash contributions, direct rollovers, or 60-day rollovers to IRA accounts. This form indicates how the funds should be deposited to ensure proper tax reporting for the deposit. This form may be emailed, faxed, or mailed in. | Account Open/Fund | |
| Distribution Form - Custody Account | individual | Required to initiate a distribution of cash or assets from a custody (taxable) account. Distributions are not able to be initiated in the Inspira Investment Platform for any accounts on the CS side. This form may be emailed, faxed, or mailed in. | Distribution | |
| Qualified Retirement Plan Distribution Request | individual | Required to initiate a distribution of cash or assets from a 401(k) or Profit Sharing Plan (PSP). Distributions cannot be initiated in the Inspira Investment Platform for any accounts on the CS Side. This form may be emailed, faxed, or mailed in. | Distribution | |
| IRA Distribution Request | individual | Required to initiate a distribution of cash or assets from an IRA (non-taxable) account. Distributions cannot be initiated in the Inspira Investment Platform for any accounts on the CS side. This form may be emailed, faxed, or mailed in. | Distribution | |
| Required Minimum Distribution (RMD) | individual | Required for clients aged 73 and over to remove cash or assets from their Traditional IRA to meet their required minimum distribution (RMD). Distributions cannot be initiated in the Inspira Investment Platform for any accounts on the CS side. | Distribution | |
| Private Placement Purchase Direction | individual | Initiate an online purchase of an investment in a hedge fund, private equity, or private debt through your Inspira Account. | Inv Direction | |
| Private Placement Purchase/Sale | individual | Initiate a purchase, exchange, or sale of an investment in a hedge fund, private equity, or private debt through your Inspira account. | Inv Direction | |
| Perth Mint Investment Direction | individual | Direct Inspira to purchase, sell, or deliver precious metals through The Perth Mint. All Perth Mint Certificates must be purchased, sold or delivered throughout the dealer ASI. | Inv Direction | |
| Marketplace Lending Account Authorization and Initial Funding Direction | individual | Direct Inspira to open and invest in a marketplace lending investment account on behalf of the Account Owner’s self-directed IRA or other custodial account. | Inv Direction | |
| Marketplace Lending Account Subsequent Funding Direction | individual | Authorize/Direct Inspira to transfer additional funds to an existing marketplace lending investment account previously established on behalf of the Account Owner’s self-directed IRA or other custodial account. | Inv Direction | |
| Prosper Account Authorization and Initial Funding Form | individual | Direct Inspira to open and invest in a Prosper marketplace lending account on behalf of the Account Owner’s self-directed IRA or other custodial account. | Inv Direction | |
| Prosper Subsequent Funding Direction | individual | Authorize/Direct Inspira to transfer additional funds to an existing Prosper marketplace lending investment account previously established on behalf of the Account Owner’s self-directed IRA or other custodial account. | Inv Direction | |
| UBTI Filing & Payment Direction | individual | Form used for clients to direct Inspira to make Federal/State payments/filings related to 990T. | Miscellaneous Forms | |
| Asset Impairment Notification | individual | Form used by clients to notify Inspira that an asset in their account(s) is impaired and no longer has value. The client may request Inspira to investigate the asset and declare it as impaired, or the client will provide backup along with the form to show the impairment of the asset. | Alt Asset | |
| Promissory Note Servicing Terms Agreement (PNSTA) | individual | Agreement providing the terms and conditions related to the custody of a promissory note. | Miscellaneous Forms | |
| Mortgage/Deed of Trust Note Servicing Terms Agreement (MNSTA) | individual | Agreement providing the terms and conditions related to the custody of a promissory note secured by a mortgage or deed of trust. | Alt Asset | |
| ROTH IRA Conversion Certification | individual | Complete this form to authorize the conversion or reconversion of all or part of your existing Inspira Financial IRA to your existing Inspira Financial Roth IRA. | Miscellaneous Forms | |
| IRA Recharacterization Request | individual | Complete this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution. | Miscellaneous Forms | |
| Election Of Payment by Beneficiary | individual | The beneficiary(ies) of a deceased Inspira account owner must complete this form to request how payment of the IRA account should be made. This form may be emailed, faxed, or mailed in. | Death | |
| IRA Beneficiary Testimonial | individual | This form is used in the absence of a valid beneficiary designation on file with Inspira at the time of the account owner's death. In this event, the beneficiary is determined by the beneficiary hierarchy as stated in the Custodial Agreement. This form may be emailed, faxed, or mailed in. | Miscellaneous Forms | |
| Delivery Instructions | individual | Provides instructions for the numerous ways Inspira can receive cash or assets. Instructions provided for submitting funds via check, ACH, international or domestic wire, DTC eligible securities, book-entry bonds, foreign securities, physical securities, and private placements. | Miscellaneous Forms | |
| ACH Election For Monthly Contributions | individual | Complete this form to establish monthly ACH contributions. | Miscellaneous Forms | |
| Payment Of fees Authorization | individual | Update payment information for fees. | Miscellaneous Forms | |
| Real Property Servicing Agreement | individual | Agreement between Account Owner and Servicing Agent to accept all duties and responsibilities of administering the terms of the real estate property to be held in the Inspira account. | Real Estate Property | |
| Rental Payment Coupon | individual | Submit a rental payment to a Inspira account. | Real Estate Property | |
| Real Estate Remittance Form | individual | Submit a rental payment to a Inspira account. | Real Estate Property | |
| Real Estate Sale Direction | individual | Direct Inspira to the sale of real property held in your Account. Only Inspira may execute the Contract for Sale for Property held in the Account. | Real Estate Property | |
| Real Estate Prepaid Debit Card Direction | individual | Direct Inspira to move funds in or out of a prepaid debit card used for expenses directly related to Real Estate held in the Inspira IRA or other qualified retirement account. Only properties with 100% ownership within the Inspira Account will be eligible for this debit card option. | Real Estate Property | |
| Rental Income Form | individual | Inform Inspira how to record and track rental income being deposited into the account for a rental property. | Real Estate Property | |
| Real Estate Investment Direction | individual | Authorize Inspira to release funds from your account for a real estate investment (earnest money, additional funds required per contract, contract upgrades, final closing costs). | Real Estate Property | |
| Real Estate Valuation | individual | Provide Inspira with a valuation of real estate held in account. | Real Estate Property | |
| Real Estate Expense Payment Form | individual | Direct Inspira to make expense payments or cancel recurring payments directly related to Real Estate held in the Inspira account. | Real Estate Property | |
| Real Estate Account Ledger for Property Managers | individual | Ledger for Property Manager to report deposits, expenses, manager fees and all other transactions recorded by the Property Manager related to real estate owned in a Inspira account. | Real Estate Property | |