Use this document to make a one-time distribution from an IRA account.
I have a...: Self-Directed IRA
Recurring Distribution Request (IRA)
Use this document to establish recurring distributions from an IRA account.
Excess Removal Worksheet
Use this document to remove an excess contribution from an IRA account.
Fair Market Valuation Form
This form is used to inform Digital Trust as to the proper Fair Market Value (FMV) of assets held within your self-directed account.
Note: A fair market valuation should be submitted on a yearly basis to ensure proper tax reporting, the distribution of an asset in-kind, or to convert or recharacterize an asset.
Change/Update Contact Information
Use this document to update your contact information on file at Digital Trust.
Legal Name Change Request
Use this document to update the legal name of the Account Owner.
Signature Request Form
Use this document to direct Digital Trust to sign a document related to an asset held within your account.
Fee Schedule (Self-Directed Accounts)
Refer to this document for all transaction and processing fees for self-directed accounts.
Note: Some fees may vary.
Traditional IRA Disclosure
This document provides terms and conditions for establishing a Traditional IRA.
Roth IRA Disclosure
This document provides terms and conditions for establishing a Roth IRA.
