This document provides terms and conditions for establishing an Individual 401(k) Plan.
I have a...: Individual 401(k) Plan
Change / Update Beneficiary Information
Use this document to add or change beneficiaries on an account.
Deposit Information Sheet
Use this document as a reference when sending funds to Digital Trust.
Agent Authorization
Use this document to add or remove informational access for an authorized individual.
Fee Payment Authorization
Use this document to elect or change the payment method for Digital Trust to collect fees related to your account.
Individual 401(k) Application
Use this document to open a new Individual 401(k) Plan for a Self-Employed Individual and their Spouse (If applicable).
Deposit Submission Form
Use this document to make a deposit, contribution, or asset payment to an account.
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.
Direction of Investment
Use this document to initiate a purchase of an asset.
Bill Pay Request
Use this document to direct Digital Trust to pay an expense related to an asset held within your account.
