Skip to content
Digital Trust
  • Individuals
    • Self-Directed IRAs
    • Other IRAs
    • News & Events
  • Professionals
    • Platform Features
  • Investment Options
    • Cryptocurrency
    • Real Estate
    • Precious Metals
    • LLC
    • Private Equity
    • Other Asset Options
  • About Us
    • Digital Trust
    • In The Press
Sign Up Login

I have a...: Self-Directed IRA

Change / Update Beneficiary Information

This form is used to add, change, or remove beneficiaries for a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Inherited Traditional, or Inherited Roth IRA.

Inherited Roth IRA Application

An account that is opened when a beneficiary inherits assets from a Roth IRA, after the death of the original owner.

Inherited Traditional IRA Application

An account that is opened when a beneficiary inherits assets from a Traditional IRA, after the death of the original owner.

Deposit Instructions Sheet

This document provides necessary information on sending a check or wire to Digital Trust.

Agent Authorization

Complete this form to grant or revoke limited account access to an individual who is not an account owner.

Fee Payment Authorization

This form is used to select a payment method for fees within a retirement account.

Traditional IRA Application

Offers a potential tax deduction in the year in which you contribute and defers taxes on income taken during retirement.

Roth IRA Application

Allows you to save and invest after-tax dollars. As time goes on, the investments grow with no additional taxes on qualified distributions.

SEP IRA Application

Increases the amount business owners and employees save for their retirement. Participants receive tax benefits while businesses can increase employee retention.

SIMPLE IRA Application

Adds value to growing companies (under 100 employees) by enabling companies and participants to contribute to their retirement savings.

Posts navigation

Older posts
Digital Trust
7336 W. Post Rd., #111
Las Vegas, NV 89113
© 2022 Digital Trust
Privacy Policy   |   Web Accessibility

Individuals

  • Self-Directed IRAs
  • Other IRAs
  • News & Events

Professionals

  • Account Types
  • Platform Features

Investment Options

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

Social

digitalgroup

Fill out the form to get in touch.

Please submit the form below, and someone will contact you shortly.