Use this document to open a new SEP IRA Account.
I have a...: Self-Directed IRA
SIMPLE IRA Application
Use this document to open a new SIMPLE IRA Account.
Transfer Request (IRA-to-IRA)
Use this document to transfer assets between similar account types from another Custodian to Digital Trust.
Transfer Request (Internal Transfer)
Use this document to transfer assets between similar account types from one Digital Trust account to another.
Deposit Submission Form
Use this document to make a deposit, contribution, or asset payment to an account.
Roth IRA Conversion Form
Use this document to convert some or all assets held in a traditional IRA into a Roth IRA.
ACH Contribution Form
Use this document to make a one time or recurring contribution via ACH.
Rollover Certification (IRAs)
Use this document to certify an eligible rollover of funds from an IRA at another Custodian to Digital Trust.
Direction of Investment
Use this document to initiate a purchase of an asset.
Direction of Investment (Precious Metals)
Use this document to initiate a purchase of precious metals.
