Life events
Start from what’s happening
Accounts are how custodians organize things. Life isn’t. Pick the event, and we’ll walk you through what it means for your account.
Inheriting an account
The beneficiary claim sequence, inherited-IRA options, and the extra steps when the account holds real property or private interests.
Changing jobs or retiring
Rollover paths into self-directed custody, direct vs. 60-day rollovers, and the Letter of Acceptance step.
Marriage, divorce, or family changes
Beneficiary updates, transfer incident to divorce, and retitling.
Death of an account holder — for executors
What to send us first, valuation requirements, and timeline expectations.
Reaching RMD age
First-RMD deadlines — and what to do when the account holds assets that can’t simply be sold in slices.
Moving or renaming
Information changes and one-and-the-same documentation.
Each event links every form you’ll need, in the order you’ll need them, from the Forms & Applications library.