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I have a...: Self-Directed IRA

Recharacterization Request

This form is used to recharacterize all, or a portion, of a contribution made to an 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.

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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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