This form is used to recharacterize all, or a portion, of a contribution made to an IRA.
I have a...: Self-Directed IRA
Change / Update Beneficiary Information
Use this document to add or change beneficiaries on an account.
Inherited Roth IRA Application
Use this document to open a new Inherited Roth IRA.
Inherited Traditional IRA Application
Use this document to open a new Inherited Traditional IRA.
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.
Traditional IRA Application
Use this document to open a new Traditional IRA Account.
Roth IRA Application
Use this document to open a new Roth IRA Account.
SEP IRA Application
Use this document to open a new SEP IRA Account.
