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I have a...: Qualified Plan

Qualified Plan Account Application

Use this document to open a new Qualified Retirement 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.

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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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