This form is used to recharacterize all, or a portion, of a contribution made to an IRA.
I would like to...: Fund an Account
Deposit Information Sheet
Use this document as a reference when sending funds to Digital Trust.
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.
Rollover Certification (Individual 401(k))
Use this document to certify an eligible rollover of funds from a Individual 401(k) at another Custodian to Digital Trust.
