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)
-E-Statement Authorization: Click Here to Access the form to authorize online account access.
-Transfer from Traditional IRA with another Custodian to your Traditional IRA at Premier Trust: Click Here to Access the Traditional Transfer Request Form.
-Transfer from Roth IRA with another Custodian to your Roth IRA at Premier Trust: Click Here to Access the Roth Transfer Request Form
-IRS Form W-9: Complete sign and date where indicated.
-Open a Traditional IRA: Access Forms needed to open new account.
-Open a Roth IRA: Access Forms needed to open new account.
Need help? Contact one of our IRA experts at (702) 507-0750 or ira@premiertrust.com