What Are You Looking to do?

Find what you are trying to do below.  You can then access any form you need by clicking on the corresponding text.

Find the Form for What You Need to do Below

– Make a contribution to your Traditional IRA (Click Here to Access Traditional IRA Contribution Form)

 

– Make a contribution to your Roth IRA. (Click Here to Access Roth IRA contribution form)

 

– Change/update beneficiary(ies) for my IRA.  (Click Here to Access Beneficiary change form)

 

– Request a withdrawal/distribution from your IRA. (Click Here to Access Withdrawal Authorization Form)

 

– Invest your IRA funds. (Click Here to Access Investment Directive)

 

– Declare the Fair Market Value of IRA Asset (Click Here to Access FMV Form)

 

– Fee Schedule (Click Here to Access Fee Schedule)             

 

– Amendment to your disclosure statement (Traditional IRA Disclosure Amendment)


 Forms List 


– Traditional IRA Application: must be signed and notarized, return pages 1 & 2

-IRS Form W-9: complete sign and date where indicated

– IRA Transfer Request: If transferring cash from another Custodian to your IRA at Premier Trust,  be sure the funds have been liquidated so they will be ready for transfer.

– IRA Investment Directive

– Roth IRA Application: must be signed and notarized, return pages 1 & 2

– IRA Contribution Eligibility: Complete parts 1, 3 and 4 if you plan to fund your IRA from money held in a qualified plan such as a 401(k).

– IRA Trustee/Custodial Agreement & Fee Schedule: Please make your selections, initial and sign where indicated. If have difficulty completing this, don’t hesitate to give me a call.

– Roth IRA Transfer Request: If transferring cash from another Custodian to your IRA at Premier Trust,  be sure the funds have been liquidated so they will be ready for transfer.

Need help?  contact one of our IRA experts at (702) 507-0750 or ira@premiertrust.com