| Account Application Form |
Use this form if you wish to open a second account; Traditional, Roth, SEP, SIMPLE, HSA. |
| Beneficiary Designation Change Form |
Change beneficiaries on an existing account. |
| Change of Address Form |
Change your address on record. |
| Coverdell Education Savings Account Application |
Use this application if you wish to open a Coverdell Education Savings Account. |
| Credit Card Authorization Form |
Credit Card Authorization Form. |
| Deposit Coupon |
Deposit money into your account. |
| Distribution 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 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 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 Designation Form |
Give a spouse, attorney, or other person access to information regarding your account. |
| Limited Power of Attorney Form |
Give a spouse, attorney or, other person access to information or control your account. |
| Participant Request for Distribution Qualified Retirement Plan |
Request a distribution from your qualified retirement account (401k, 403b, 457b plans). |
| Payment Authorization Letter |
Pay expenses incurred by an asset owned by your account. |
| Precious 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 Account Application |
Use this form if you wish to open a Traditional, Roth, SEP, SIMPLE, or Health Savings Account to invest in Precious Metals. |
| Qualified Retirement Plan Employer Contribution Form |
Use this form to accompany employer made contributions to Qualified Retirement Plans. |
| Recharacterization Form |
Use this form to make an irrevocable election to recharacterize your IRA contribution. |
| Rollover/Direct Rollover Certification Form |
Roll funds from one individual retirement account into another. |
| ROTH Conversion Request |
Convert your current IRA or employer sponsored plan assets to a Roth IRA.
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| Spousal Consent Form |
Use this form to confirm spousal beneficiary designation.
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| Transfer Form |
Request a transfer from an existing account or make a transfer contribution to an Entrust account. |
