Forms

 
FORM

PURPOSE

   
ACCOUNT FUNDING FORMS  
Contribution Designation
Make contributions after you have opened your account
 
Investment Income Deposit Coupon
Identify income received from an investment
 
Transfer Request
Request a transfer from another IRA
 
Direct Rollover Request
Authorize a direct rollover from an employer's qualified plan
 
INVESTMENT FORMS  
Investment Authorization
Direct us to purchase or sell an asset in your IRA
 
Precious Metals Investment Direction
Direct us to purchase precious metals in your IRA
 
Expense Payment Request
Authorize payment of an expense for an asset held by your IRA
 
Fair Market Value Affidavit
Update the Fair Market Value of an asset held by your IRA
 
DISTRIBUTION FORMS
Distribution Request
Request a one time distribution from your IRA
 
Request for Recurring Distributions
Request recurring distributions from your IRA
 
Return of Excess IRA Contribution
Correct an Excess IRA Contribution
 
Return of Excess SEP Contribution
Correct an Excess SEP Contribution
 
Request for Transfer Incident to Divorce
Request a Transfer from your IRA pursuant to a Divorce Decree
 
Request for a Direct Rollover to a Qualified Plan
Request a Distribution from your IRA directly to an employer plan
CONVERSIONS/RECHARCTERIZATIONS
Roth Conversion Request
Convert all or part of a Traditional IRA to a Roth IRA
 
Recharacterization Request
Recharacterize an IRA contribution or Roth Conversion
 
ACCOUNT FORMS
Account Application
Open an account
 
Fee Agreement
Open an account (Fee disclosure and agreement)
 
Traditional IRA Custodial Agreement
Open an account (Traditional or SEP IRA) (Form 5305-A)
 
Traditional IRA DisclosureOpen an account (Traditional or SEP IRA)

Roth IRA Custodial AgreementOpen an account (Roth IRA) (Form 5305-RA)

Roth IRA DisclosureOpen an account (Roth IRA)

SIMPLE IRA Custodial AgreementOpen an account (SIMPLE IRA) (Form 5305-SA)

SIMPLE IRA Custodial DisclosureOpen an account (SIMPLE IRA)

Privacy Policy and Definitions
Explain our Privacy Policy and provide helpful information
 
Third Party Authorization
Authorize a third party with regard to your account
 
Revocation of Third Party Authorization
Revoke authority for a third party with regard to your account
 
Beneficiary Designation
Add or change beneficiary(ies)
 

Information Change

Update your address, etc.
 
Traditional IRA or SEP IRA - 5305-A July 1, 2014Custodial Agreement for Traditional IRA (effective July 1, 2014)
Roth IRA - 5305-RA July 1, 2014Custodial Agreement for Roth IRA (effective July 1, 2014)
SIMPLE IRA - 5305-SA July 1, 2014Custodial Agreement for SIMPLE IRA (effective July 1, 2014)

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