Self-Directed Account Forms
This document provides terms and conditions for establishing an Individual 401(k) Plan.
Use this document to request a distribution from a Non-Qualified Cash Account.
Use this document to open a new Escrow Account.
Use this document to open a new Qualified Retirement Plan.
Use this document to open a new Trust Account.
This form is used to recharacterize all, or a portion, of a contribution made to an IRA.
Use this document to add or change beneficiaries on an account.
Use this document to open a new Inherited Roth IRA.
Use this document to open a new Inherited Traditional IRA.
Use this document as a reference when sending funds to Digital Trust.
Use this document to add or remove informational access for an authorized individual.
This document provides terms and conditions for establishing a Trust Account.
This document provides terms and conditions for establishing a Qualified Retirement Plan Account.
This document provides terms and conditions for establishing a Non-Qualified Cash Account.
This document provides terms and conditions for establishing an Escrow Account.
Use this document to elect or change the payment method for Digital Trust to collect fees related to your account.
Use this document to open a new Traditional IRA Account.
Use this document to open a new Roth IRA Account.
Use this document to open a new SEP IRA Account.
Use this document to open a new SIMPLE IRA Account.
Use this document to open a new Individual 401(k) Plan for a Self-Employed Individual and their Spouse (If applicable).
Use this document to open a Non-Qualified Cash Account with an Entity as the account owner.
Use this document to open a Non-Qualified Cash Account with an Individual as the account owner.
Use this document to transfer assets between similar account types from another Custodian to Digital Trust.
Use this document to transfer assets between similar account types from one Digital Trust account to another.
Use this document to make a deposit, contribution, or asset payment to an account.
Use this document to convert some or all assets held in a traditional IRA into a Roth IRA.
Use this document to make a one time or recurring contribution via ACH.
Use this document to certify an eligible rollover of funds from an IRA at another Custodian to Digital Trust.
Use this document to certify an eligible rollover of funds from a Individual 401(k) at another Custodian to Digital Trust.
Use this document to initiate a purchase of an asset.
Use this document to initiate a purchase of precious metals.
Use this document to direct Digital Trust to pay an expense related to an asset held within your account.
Use this document to make a one-time distribution from an IRA account.
Use this document to establish recurring distributions from an IRA account.
Use this document to remove an excess contribution from an IRA account.
Use this document to take a one-time distribution from an Individual 401(k) Plan.
Use this document to establish recurring distributions from an Individual 401(k) Plan.
This form is used to inform Digital Trust as to the proper Fair Market Value (FMV) of assets held within your self-directed account.
Note: A fair market valuation should be submitted on a yearly basis to ensure proper tax reporting, the distribution of an asset in-kind, or to convert or recharacterize an asset.
Use this document to update your contact information on file at Digital Trust.
Use this document to update the legal name of the Account Owner.
Use this document to direct Digital Trust to sign a document related to an asset held within your account.
Refer to this document for all transaction and processing fees for self-directed accounts.
Note: Some fees may vary.
This document provides terms and conditions for establishing a Traditional IRA.
This document provides terms and conditions for establishing a Roth IRA.
This document provides terms and conditions for establishing a SEP IRA.
This document provides terms and conditions for establishing a SIMPLE IRA.
