Use this document to open a new Qualified Retirement Plan.
I have a...: Qualified 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.
Deposit Submission Form
Use this document to make a deposit, contribution, or asset payment to an account.
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.
Change/Update Contact Information
Use this document to update your contact information on file at Digital Trust.
Legal Name Change Request
Use this document to update the legal name of the Account Owner.
