• Ultimate Solo 401K® Application

  • Solo 401(k) Accountholder Information

  • Additional Solo 401(k) Accountholder Information

  •  / /

  •

  • Ultimate Solo 401K® Details

  • To ensure that you are qualified for a solo 401(k), please confirm the following:

    • scShowAfterConfirmation 

    • The Ultimate Solo 401K® Plan is "sponsored" (adopted) by your source of self-employment income. This business is called the "Sponsoring Entity" of the solo 401(k).

      Below, please indicate the type of business that will be sponsoring the Plan.

    • Participating Employers are additional business entities from which you and/or your spouse have self-employed income and from which you will be making contributions to the Plan.

    • End 
    • scTrustDetails 

    • Trust Details

    • Broad Financial will create a trust which will hold the 401(k) Plan. You have the option to select a name for the trust. Should you opt not to provide a name, you authorize Broad Financial to select the Trust Name at their discretion.

      • The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
      • The trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”.
      • Please do not include the words “Crypto”, “IRA” or “Retirement”.
      • The name must end with "Trust". If you do not include it, we will add it for you.

    • isPermittedTrustName is a checkbox to my right. It is visible, but not displayed, using CSS. It must be checked in order to proceed.

      CSS =

      #id_429,
#input_429,
#label_input_429_0::before {
    display: none !important;
}

    •   The trust name may not include the words “Crypto” or “Retirement”. Please fix the trust name in order to continue.

    •   The trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”. Please fix the trust name in order to continue.

    • “IRA” appears in the trust name. Some financial institutions may think the trust itself is an IRA and refuse to open an account.
      We recommend choosing a different name. If it’s incidental (e.g., it’s part of another word), you can proceed.

    • The solo 401(k) accountholder listed in the beginning of this application will be the primary Trustee. Please enter the Primary Trustee's physical address.

    • Trustees are not beneficiaries or inheritors. Trustees have full control of all investments.

    • scAdditionalTrustee 

    •
    • scAdditionalTrusteeEnd 
    • scBankAccount 

    • Bank Account

    • Titan Bank is a checkbook control banking institution providing comprehensive services to self-directed investors. Specializing in Solo 401(k) checking accounts, Titan Bank is knowledgeable on the intricate workings of Self-Directed Checkbook accounts.

      Titan Bank is delighted to offer new customers:

      • Free inbound and outbound wires for the first 25 wires a month
      • Access to more than 35,000 ATMs
      • Free Automated Clearing House (ACH)
      • Provided debit card and free checks upon account’s creation
      • Online wire sending
      • $14.95 monthly fee is waived with a combined minimum balance of $500
    • scBankAccountEnd 

    • Additional Information

      (Optional)

    • Note: The IRS allows Roth funds from a Qualified Retirement Plan (401(k), 403(b), 457, etc.) to be rolled over into a 401(k). However, a Roth IRA may not be rolled over into a 401(k) plan.

  • Payment Information

  • Note: If the balance is not received from your Solo 401K within 14 days of placing your order, it will automatically be charged to your credit card.

    • Payment info 
    • prevnext( X )
      USD
      Credit Card Details
    • Clear
    •  - -

    • After submitting this application you will be redirected to the Form SS-4 (application for Employer ID number).

      Simply enter your SS # and then sign and submit.

    • scHiddenLogic 
    •  - -
    • End Collapse 
    • Should be Empty: