| Buy an Asset |
Complete this form if you wish to: |
| Buy Direction Letter |
Purchase any type of asset with your Entrust account. |
| Commodities Futures |
Purchase commodities futures with your Entrust account. |
| Payment Authorization Letter |
Pay expenses incurred by the asset owned by your Entrust account. |
| Deposit Coupon |
Deposit money into your account. |
| Roll Over /Direct Rollover Form |
Roll funds from one individual retirement account to another. |
| Transfer Form |
Request a transfer from an existing account or contribute a transfer contribution to an Entrust account. |
| Wire instruction form |
Wire money from your account to another account. |
| Sell an Asset |
Use this form if you wish to: |
| Sell Direction |
Sell the asset that is owned by your Entrust account. |
| Make Changes to your Account |
Use this form if you wish to: |
| Beneficiary Designation |
Add or change the beneficiaries on your account. |
| Change of Address |
Update the address on your account. |
| Distribution/Withholding |
Take a distribution from your account or specify a tax withholding from your account. |
| Participant Request for Distribution |
Request a distribution from your qualified retirement plan account. |
| Interested Party/Limited Power of Attorney |
Give a spouse, attorney or another person access to information or control your account. |
| Traditional to Roth Conversion |
Change your traditional IRA to a roth IRA. |
| Open an Account |
Download this form if you wish to: |
| Application |
Open an additional Entrust account. |
| Account Fees |
Download this form if you wish to: |
| Traditional and Roth Account Fee Disclosure |
Find out the fees on the Traditional and Roth accounts. |
| SEP and SIMPLE Fee Disclosure |
Find out the fees on the SEP and SIMPLE accounts. |
| Coverdell Education Savings Account Fee Disclosure |
Find out the fees for Coverdell Education Savings account. |
| Health Savings Account Fee Disclosure |
Find out the fees for a Health Savings account. |
| Account Disclosures |
Download this document if you are looking for: |
| Traditional IRA Agreement & Disclosure |
To find out the terms and conditions of your Traditional IRA account. |
| Roth IRA Agreement & Disclosure |
To find out the terms and conditions of your Roth IRA account. |
| SEP IRA Agreement & Disclosure |
To find out the terms and conditions of your SEP IRA account. |
| SIMPLE IRA Agreement & Disclosure |
To find out the terms and conditions of your SIMPLE IRA account. |
| Health Savings Account Agreement & Disclosure |
To find out the terms and conditions of your Health Savings account. |
| Coverdell Education Savings Account Agreement & Disclosure |
To find out the terms and conditions of your Coverdell Education Savings account. |
| IRS Tax Forms |
Download this form if you wish to: |
| 5329 Instructions & Form |
File and pay additional penalty taxes on the income you've earned on your IRA, qualified plan and other tax favored accounts.
Form 5329 - Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts (PDF)
5329 Instructions (PDF)
|
| 8606 Instructions & Form |
Report nondeductible IRAs and Coverdell ESAs (PDF)
Form 8606 - Nondeductible IRAs and Coverdell ESAs (PDF)
8606 Instructions (PDF)
|
| 990t Instructions & Form |
File and payExempt Organization Business Income Tax Return 990-T Form & Proxy Tax Under Section 6033(e)
Exempt Organization Business Income Tax Return 990-T Form (PDF) - And Proxy Tax Under Section 6033(e)
990t Instructions (PDF)
|
| SS-4 Instructions & Form |
Apply for an Employer Identification Number (EIN)
SS-4 Form (PDF)
SS-4 Instructions (PDF)
Application for Employer Identification Number EIN (PDF) - For Use By Employers, Corporations, Partnerships,
Trusts, Estates, Churches, Government Agencies, Indian Tribal Entities, Certain Individuals, and Others
|
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