David Hill

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Activity overview

Latest activity by David Hill
  • David Hill created an article,

    Wire instructions and mailing information for American Estate & Trust

    Use the following information to send funds to American Estate & Trust via wire, or check.   Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to:...

  • David Hill created an article,

    Paying a Vendor Bill

    The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal".   Make sure to have an invoice/bill, scanned and ready to upload before you start creatin...

  • David Hill created an article,

    Funding an Investment

    The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...

  • David Hill created an article,

    Closing your account with Assets

    Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...

  • David Hill created an article,

    Incoming Transfer From Current Custodian

    Follow the instructions below to create a Transfer Request, to transfer an existing external IRA into your account. Note: You must also complete and sign a "Custodial Transfer Request" form and upl...

  • David Hill created an article,

    Selling Precious Metals

    Follow the steps below to Create a DOI (Direction of Investment) and attach the supporting documents   1. Log in to the "ONLINE PORTAL"     2. Click on “INVEST (DOI)” tab     3. Click "NEW INVEST...

  • David Hill created an article,

    Making a Deposit or Contribution

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Note: Contributions by Check or Wire must also be accompanie...

  • David Hill created an article,

    Withdrawing Precious Metals

    Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.   You’ll need to create a DOI (Direct...

  • David Hill created an article,

    Taking a Withdrawal or Distribution

    1. Login to the "ONLINE PORTAL"     2. Click on the "Withdraw Funds" option and complete all fields:     Complete the following fields within the Withdrawal tab: "What is this DOI for?" - this s...

  • David Hill created an article,

    Outgoing Transfer To New Custodian

    Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...