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I have a...: Individual 401(k) Plan

Individual 401(k) Disclosure

This document provides terms and conditions for establishing an 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.

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Digital Trust
7336 W. Post Rd., #111
Las Vegas, NV 89113
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Individuals

  • Self-Directed IRAs
  • Checkbook IRA
  • Other Account Types
  • News & Events
  • Forms

Professionals

  • Platform Features

Investment Options

  • Cryptocurrency
  • Real Estate
  • Precious Metals
  • LLC
  • Private Equity
  • Other Asset Options

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