Account Forms
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Self-Directed IRA
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Health Savings Accounts
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All Forms
All Forms
To locate forms click on specific area of interest:
>
Automatic Rollover Account Forms
>
Automatic Rollover IRA Distributions Form (ARP-009)
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Automatic Rollover Roth IRA Distributions Form (ARP-023)
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Advisor Forms
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Investor Advisor Distribution Request (ADV-004)
> For all other forms please contact John Balevic at (630) 368-5612
>
Custody Account Forms
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Custodial Account Transfer Authorization (CUS-002)
>
Custody Account Distribution Form (CUS-003)
>
Futures Account Forms
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Futures/Forex Investment Direction (FUT-002)
>
Special Futures/Forex Investment Authorization (FUT-003)
>
Health Savings Account (HSA) Forms
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FlexHSA® Individual Enrollment Instructions (HSA-001)
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FlexHSA® Employer Enrollment Instructions (HSA-002)
>
FlexHSA® Adoption Agreement (HSA-004)
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FlexHSA® Custodial Agreement/Disclosure Statement (HSA-005)
>
FlexHSA® Employer Contribution Form (HSA-006)
>
FlexHSA® Rollover Transfer (HSA-007)
>
FlexHSA® Third Party Authorization (HSA-008)
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FlexHSA® Fee Schedule (HSA-009)
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FlexHSA® Partial List of IRA Expenses (HSA-010)
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FlexHSA® Additional Signature (HSA-012)
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FlexHSA® Address Change Request (HSA-013)
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FlexHSA® Distribution Request (HSA-014)
>
FlexHSA® Account Level Transfer (HSA-015)
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Bank Disclosure
>
2007 Instruction for IRS Form 8889
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2007 IRS Form 8889
>
Individual Retirement Account (IRA)
Account Opening Forms:
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IRA Adoption Agreement (IRA-002)
>
Traditional IRA Custodial Agreement (IRA-003)
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Traditional IRA Disclosure Statement (IRA-004)
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Roth IRA Custodial Agreement (IRA-005)
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Roth IRA Disclosure Statement (IRA-006)
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SEP IRA Custodial Agreement (IRA-016)
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SEP IRA Disclosure Statement (IRA-017)
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SEP IRA Contribution Agreement (IRA-026)
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IRA-to-IRA Account Transfer Authorization (IRA-007)
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Qualified Retirement Plan and Authorization of Direct Rollover (IRA-008)
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IRA Authorization of Direct Rollover to Qualified Plan (IRA-009)
>
Self-Directed IRA Fee Schedule (IRA-15)
Account Maintenance Forms:
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Traditional IRA Distribution Request (IRA-010)
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Roth IRA Distribution Request Form (IRA-011)
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IRA Beneficiary Designation/Change Request (IRA-012)
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2008 Required Minimum Distribution (IRA-022-08)
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Roth IRA Conversion Certification (IRA-013)
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Recharacterization Notice (IRA-014)
>
Request for Web Access (IRA-026)
>
Qualified Plan Loan Application (SOLO-004)
> IRA Form W9
>
Investment Direction Forms
>
Private Placement Investment Direction (ALT-001)
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Private Placement Sale Direction (ALT-002)
>
Private Placement Certification (ALT-003)
>
Note Servicing Agent Agreement (ALT-004)
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Mortgage/Deed of Trust Authorization (ALT-005)
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Life Settlement Investment Direction (ALT-006)
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Real Property Servicing Agreement (ALT-007)
>
Perth Mint Investment Direction (ASI-008)
>
Operational Forms
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Delivery Instructions (OPR-001)
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Investment Direction (OPR-003)
>
Third Party Authorization (Optional) (OPR-004)
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Transfer on Death (TOD) Registration (OPR-005)
>
ACH Debit Authorization (OPR-007)
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Authorization Agreement for Automatic Payment of Fees (OPR-008)
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Address Change Form (OPR-009)
>
Privacy Policy (OPR-011)
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Deposit Form (OPR-012)
>
Solo 401(k)/SIMPLE IRA Forms
>
Solo 401(k)/SI Fee Schedule (SOLO-003)
> For all other Solo 401(k) or SIMPLE IRA forms contact New Accounts at (800) 258-7878
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