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IRA Contribution

The self-directed IRA with Kingdom Trust Co. can accept contributions along the same guidelines as any other IRA of the same type.

If you are eligible to make IRA contributions, you may do so as part of the initial account setup or in the future as you utilize the account.

Check with your licensed tax advisor to determine your eligibility to make contributions and the maximum amount you may contribute in any tax year.  IRS rules limit contributions based on several factors such as availability of an employer plan and income thresholds.

Timing of Contribution

An IRA contribution can be submitted in parallel with or subsequent to your new account application.

If you apply online or wish to make your contribution deposit by wire, it is best to wait until you have the IRA account number before making your contribution.

If you submit your account application by mail, you can include a contribution check along with the application.

Forms Download

Kingdom Trust Co. Delivery Instructions

Kingdom Trust Co. Deposit Instructions

Contribution Process – By Check

Issue a check to Kingdom Trust Co.  Note your name and account number in the memo field.

Prepare a Deposit Instructions form.  Note the tax year and account type in section 2.

Send the check and Deposit Instructions form to Kingdom Trust Co. using the address at the top of the form.

Contribution Process – By Wire

Wire routing instructions are provided in the KTC Delivery Instructions form.

Prepare a Deposit Instructions form.  Note the tax year and account type in section 2.

Send the Deposit Instructions form to Kingdom via:

Email to info@kingdomtrust.com

Fax to 270-226-1001

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