Use this document to open a new Individual 401(k) Plan for a Self-Employed Individual and their Spouse (If applicable).
Archives: Account Forms
Non-Qualified Cash Account Application (For Entities)
Use this document to open a Non-Qualified Cash Account with an Entity as the account owner.
Non-Qualified Cash Account Application (For Individuals)
Use this document to open a Non-Qualified Cash Account with an Individual as the account owner.
Transfer Request (IRA-to-IRA)
Use this document to transfer assets between similar account types from another Custodian to Digital Trust.
Transfer Request (Internal Transfer)
Use this document to transfer assets between similar account types from one Digital Trust account to another.
Deposit Submission Form
Use this document to make a deposit, contribution, or asset payment to an account.
Roth IRA Conversion Form
Use this document to convert some or all assets held in a traditional IRA into a Roth IRA.
ACH Contribution Form
Use this document to make a one time or recurring contribution via ACH.
Rollover Certification (IRAs)
Use this document to certify an eligible rollover of funds from an IRA at another Custodian to Digital Trust.
Rollover Certification (Individual 401(k))
Use this document to certify an eligible rollover of funds from a Individual 401(k) at another Custodian to Digital Trust.
