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 would like to...: Update/Modify an account
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.
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
This Form can be used to change, or update, your contact information on file at Digital Trust.
Legal Name Change Request
This form should be completed by an Account Owner who has legally changed his or her name due to marriage, divorce, or other reasons. Note: Only the Account Owner may authorize these changes. Name change requests must be notarized or signature guaranteed.
Signature Request Form
This form is used to require a signature by the custodian, Digital Trust. Documents submitted for signature must be related to an existing asset in your account.
Fee Payment Authorization (Non-Qualified Account)
This form is used to select a payment method for digital asset fees within a Non-Qualified account.
Note: This form is to be used for digital assets ONLY.
