Entrust Group Inc Form – Fill Out and Use This PDF

In Account Owner Information, enter your name (as it appears on your account application), account number, account type, email address and daytime phone number.

Account Establishment Fee: One-time account establishment fee, per account $50. (checked November 10, 2026)

Under Pay Entrust Fees, pay the Account Establishment Fee (non-refundable) by CREDIT CARD or CHECK - MADE PAYABLE TO ENTRUST.

Pay the Annual Recordkeeping Fee (payable quarterly), Transaction Fees and Termination Fee by CREDIT CARD or **DEBIT ENTRUST ACCOUNT; ** If no preference indicated, fees will be debited from your Entrust account.

In Credit Card Information, mark PAY WITH CARD ON FILE and enter the LAST 4 DIGITS OF CARD, or mark NEW CARD (select one): VISA, MASTER CARD, AMERICAN EXPRESS or DISCOVER.

For a new card, enter the name as it appears on card, card number, security code, expiration date, billing address and city, state, zip code.

You understand that inaccurate or incomplete credit card information or charges declined by the credit card issuer will delay the processing of the account transaction.

Sign on SIGNATURE and enter DATE; your request will be processed upon receipt of this form.

Enter PRINT NAME, sign on SIGNATURE and enter DATE.

In Section 3, Annual Recordkeeping Fee, select OPTION 1: Based on Number of Assets or OPTION 2: Based on Asset Value; if you do not select either Option One or Option Two, Option Two will be applied.

Using Option One or Option Two, as selected, annual recordkeepings fees are charged for all or any portion of each year during which the account is in existence; these fees are charged on the basis of the year beginning on the date when your account is established, and each anniversary of that date.

Termination Fee: If you terminate your account, you agree to pay a termination fee of $250, plus any applicable transaction fees for each asset that is sold. (checked November 10, 2026)

A transfer of assets from your account to a third party is considered a termination, and so is a lump sum distribution of all account assets, including cash.

Account conversions, such as Traditional to Roth, as well as single account closures where one or more additional accounts remain open with Entrust, will not be charged a termination fee; Required Minimum Distributions and distributions due to disability or death are not considered terminations and are not subject to the termination fee.

If you terminate your account during a year, you will still owe the annual fee for that entire year; annual recordkeeping fees are not pro-rated when an account is closed.

Annual Recordkeeping fees apply to beneficiary accounts established upon the death of the original IRA holder; beneficiary accounts will not be charged a termination fee as a result of the closure of the deceased's account, but will be charged a termination fee upon the closure of their beneficiary account.

Accounts Holding Precious Metal: Depository and/or shipping fees associated with accounts holding precious metals will be charged to your account at their actual costs and without markup by Entrust Administration, Inc. (“Entrust” and/or “The Entrust Group”).*** I agree that Entrust is not and cannot be held responsible for the actions or inactions of these depositories and I hereby release and hold harmless The Entrust Group from any damages that I may incur with respect to my choice of depository.

Late Payment Fee: Fees for late payments may be applied at the rate of the lesser of 1.5% per month (18% annum) or the maximum allowable under applicable law.