This form is used to recharacterize all, or a portion, of a contribution made to an IRA.
I would like to...: Update/Modify an account
Change / Update Beneficiary Information
Use this document to add or change beneficiaries on an account.
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.
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.
