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Employer Sponsored Plan Record Keeping Service Fee DisclosureEmployer Sponsored Plan Record Keeping Service Fee Disclosure Explains fees for an Employer Sponsored Plan Record Keeping Service
General Fee DisclosureGeneral Fee Disclosure Explains fees for Traditional, Roth, SEP, SIMPLE, and Education accounts
HSA Fee DisclosureHealth Savings Account Fee Disclosure Explains fees for a Health Savings Account
Individual K Fee DisclosureIndividual(k) Fee Disclosure Explains fees for an Individual(k) account
Precious Metals Fee DisclosurePrecious Metals Fee Disclosure Explains fees for a Precious Metals account
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Buy Direction LetterBuy Direction Letter General Purchase promisory notes; secured and unsecured notes. (Do NOT use this form for real estate, real estate notes and precious metals.  Select appropriate forms below.)
Buy Direction Letter Real EstateBuy Direction Letter Real Estate Purchase real estate property in your account
Buy Direction Real Estate NoteBuy Direction Letter Real Estate Note Purchase notes secured by real estate in your account
Buy Direction Real Estate NoteBuy Direction Letter Private Placement Purchase private stock, private placements, LLC, and joint ventures,
Payment Authorization LetterPayment Authorization Letter Pay expenses incurred by an asset owned by your account
Precious Metals Buy Direction LetterPrecious Metals Buy Direction Letter Purchase precious metals in your account
Private Placement DisclaimerPrivate Placement Disclaimer & Indemnity Agreement Complete this form, along with a Buy Direction Letter, for private placements
Wire InstructionsWire Instructions Wire money from your account to another account
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Sell Direction Letter GeneralSell Direction Letter General Sell an asset that is owned by your account
Sell Direction Letter Real EstateSell Direction Letter Real Estate Sell real estate property held in your account
Sell Direction Letter Real Estate NoteSell Direction Letter Real Estate Note Sell real estate notes held in your account
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Account ApplicationAccount Application Form Use this form if you wish to open a second account; Traditional, Roth, SEP, SIMPLE, HSA
Beneficiary DesignationBeneficiary Designation Change Form Change beneficiaries on an existing account
Change of Address FormChange of Address Form Change your address on record
Coverdell EducationCoverdell Education Savings Account Application Use this application if you wish to open a Coverdell Education Savings Account
Credit Card AuthorizationCredit Card Authorization Form Credit Card Authorization Form
Deposit CouponDeposit Coupon Deposit money into your account
Distribution FormDistribution Form/Notice of Withholding Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.
Fair Market ValuationFair Market Valuation (FMV) Fair Market Valuation Instructions and FAQs included. A fair market valuation is used to change or assign value of an asset in your account. A fair market valuation must 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.
Fair Market Valuation - Real EstateFair Market Valuation for Real Estate Investments (FMVR) Fair Market Valuation for Real Estate Investments (Instructions and FAQs included). A fair market valuation is used to change or assign value of an asset in your account. A fair market valuation must 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.
Interested Party DesignationInterested Party Designation Form Give a spouse, attorney, or other person access to information regarding your account
Limited Power of AttorneyLimited Power of Attorney Form Give a spouse, attorney or, other person access to information or control your account
Distribution QualificationParticipant Request for Distribution Qualified Retirement Plan Request a distribution from your qualified retirement account (401k, 403b, 457b plans)
Payment Authorization LetterPayment Authorization Letter Pay expenses incurred by an asset owned by your account
Precious Metals ESAPrecious Metals ESA New Account Application Use this form if you wish to open a Coverdell Education Savings Account to invest in Precious Metals
Precious Metals New AccountPrecious Metals New Account Application Use this form if you wish to open a Traditional, Roth, SEP, SIMPLE, or Heealth Savings Account to invest in Precious Metals.
Recharacterization FormRecharacterization Form Use this form to make an irrevocable election to recharacterize your IRA contribution
Rollover FormRollover/Direct Rollover Certification Form Roll funds from one individual retirement account into another
Roth ConversionROTH Conversion Request Convert your current IRA or employer sponsored plan assets to a Roth IRA
Transfer FormTransfer Form Request a transfer from an existing account or make a transfer contribution to an Entrust account
Wire InstructionsWire Instructions Wire money from your account to another account
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Asset Card ApplicationmyDirection Card - Asset Application Application for The Entrust Group myDirection Card - Asset
Asset Card ApplicationmyDirection Card - Distribution Application Application for The Entrust Group myDirection Card - Distribution
myDirection Card Maintenance Form myDirection Asset Card Maintenance Form Use this form to transfer funds to/from The Entrust Group myDirection Card to/from your Entrust account, or to return money to your Entrust account.
icon_pdf1myDirection Distribution Card Maintenance Form Use this form to transfer funds to The Entrust Group myDirection Distribution Card from your Entrust account
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Coverdell ESA AgreementCoverdell Education Savings Account Agreement & Disclosure Terms and conditions of your Coverdell Education Savings Account
HSA AgreementHealth Savings Account Agreement & Disclosure Terms and conditions of your Health Savings Account
Roth IRA AgreementRoth IRA Agreement & Disclosure Terms and conditions of your Roth IRA
SEP IRA AgreementSEP IRA Agreement & Disclosure Terms and conditions of your SEP IRA 
Simple IRA AgreementSIMPLE IRA Agreement & Disclosure Terms and conditions of your SIMPLE IRA
Traditional IRA AgreementTraditional IRA Agreement & Disclosure Terms and conditions of your Traditional IRA account
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5329 Form5329 Form File and pay penalty taxes on the income you've earned in your IRA, qualified plan and other tax-advantaged accounts. For instructions, click here.
8606 Form8606 Form Report nondeductible IRAs and Coverdell ESAs. For instructions, click here.
990T form990t Form File and pay Unrelated Business Income Tax and Proxy Tax. For instructions, click here.
ss-4 formSS-4 Form Apply for an Employer Identification Number (EIN). For instructions, click here.