Get Started
Thank you for considering Premier Trust for your IRA needs. Below, you will find the necessary paperwork to open your IRA account with us.
If you have any questions or need assistance with the paperwork, please don’t hesitate to contact us.
You can submit your documents via email, fax, traditional mail or overnight.
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Required Documents
Roth IRA
IRA Account Application (Page 1 & 2)
IRA Transfer Form (IRA to IRA)
Custodial Agreement & Disclosures
Fee Schedule
W9
Photo ID
E-statement Online Account Access
Investment Directive
Initial Setup Fees
Traditional IRA
IRA Account Application (Page 1 & 2)
IRA Transfer Form (IRA to IRA)
IRA Contribution Eligibility for 401k & 403b Rollovers (you will not need to complete this form if doing an IRA to IRA Transfer)
Custodial Agreement & Disclosures
Fee Schedule
W9
Photo ID
E-statement Online Account Access
Investment Directive
Initial Setup Fees
Required Documents
Roth IRA
Roth IRA Application
IRA Transfer Request
IRA Contribution Eligibility
Roth Contribution Form
Custodial Agreement
Fee Schedule
W9