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.
I have a...: Self-Directed 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.
