This document provides terms and conditions for establishing an Individual 401(k) Plan.
Archives: Account Forms
Withdrawal Request (Non-Qualified Cash Account)
Use this document to request a distribution from a Non-Qualified Cash Account.
Escrow Account Application
Use this document to open a new Escrow Account.
Qualified Plan Account Application
Use this document to open a new Qualified Retirement Plan.
Trust Account Application
Use this document to open a new Trust Account.
Recharacterization Request
This form is used to recharacterize all, or a portion, of a contribution made to an IRA.
Change / Update Beneficiary Information
Use this document to add or change beneficiaries on an account.
Inherited Roth IRA Application
Use this document to open a new Inherited Roth IRA.
Inherited Traditional IRA Application
Use this document to open a new Inherited Traditional IRA.
Deposit Information Sheet
Use this document as a reference when sending funds to Digital Trust.
