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.
I have a...: Custodial Account
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 (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.
Direction of Investment
Complete this form to direct Digital Trust to initiate a purchase of an asset from an existing account.
Note: This form is NOT used to direct Digital Trust to pay an expense on an existing asset in your account. Instead, please use Bill Pay Request form.
