This form is used to add, change, or remove beneficiaries for a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited Traditional, or Inherited Roth IRA.
Archives: Account Forms
Inherited Roth IRA Application
An account that is opened when a beneficiary inherits assets from a Roth IRA, after the death of the original owner.
Inherited Traditional IRA Application
An account that is opened when a beneficiary inherits assets from a Traditional IRA, after the death of the original owner.
Deposit Instructions Sheet
This document provides necessary information on sending a check or wire to Digital Trust.
Agent Authorization
Complete this form to grant or revoke limited account access to an individual who is not an account owner.
Custodial Agreement (Trust Account)
These disclosures provide the terms and conditions of your Trust Account.
Custodial Agreement (Qualified Plan)
These disclosures provide the terms and conditions of your Qualified Plan.
Custodial Agreement (Non-Qualified Account)
These disclosures provide the terms and conditions of your Non-Qualified Account.
Custodial Agreement (Escrow Account)
These disclosures provide the terms and conditions of your Escrow Account.
Fee Payment Authorization
This form is used to select a payment method for fees within a retirement account.
