Self-Directed Solo 401k Forms

Real Estate

• Purchase: Solo 401k Real Estate Purchase Form
• Sale: Solo 401k Real Estate Sale Form

Promissory Notes

• Secured: Solo 401k Secured Note Purchase Form
• Unsecured: Solo 401k Unsecured Note Purchase Form

SAMPLE Promissory Note:  CLICK HERE

General Investment

• (e.g. LLC, LP, Corp.)
  Solo 401k General Investment Form

Investment Deposit

• Solo 401k Investment Deposit Form

Annual Solo 401k Contribution

• Solo 401k Annual Contribution Form

In-Plan Conversion Forms

• Pretax to Roth Solo 401k
• Voluntary After-Tax to Roth Solo 401k

After-Tax to Roth IRA Conversion Form

• After-Tax Solo 401k to ROTH IRA
  

Solo 401k Distribution Forms

• Pretax Solo 401k Partial Taxable Distribution
• ROTH Solo 401k Partial Distribution
• Closing Plan: Full Taxable Pretax Solo 401k Distribution
• Closing Plan: Full ROTH SOLO 401K DISTRIBUTION
• Full Transfer of Pretax Solo 401k to Pretax IRA
• CLOSING PLAN: Full Transfer of Pre-Tax Solo 401k funds to Pretax Full-Time Employer Plan
• Partial Transfer of Pretax Solo 401k to Pretax IRA
• Full Transfer of Roth Solo 401k to ROTH IRA
• Partial Transfer of Roth Solo 401k to ROTH IRA
• Pretax Solo 401k to Roth IRA TAXABLE Conversion Form

Solo 401k Required Minimum Distribution Form

•  https://www.mysolo401k.net/solo-401k/required-minimum-distribution-rmd-solo-401k-distribution-form/