Instructions / Legend
Forms may be completed by either selecting the E-Sign icon or by downloading the form as a PDF document.
You may complete and electronically sign the form. The form will be automatically be sent to Preferred Trust Company for processing.
Download the form to your computer, save it to your desktop, print, sign and send to Preferred Trust Company either via U.S. mail to 2140 E. Pebble Road, Suite 140, Las Vegas, NV 89123 or scan and email to firstname.lastname@example.org.
Self-Directed Traditional IRA
Allows you to fund your tax deferred account by making a personal contribution (per IRS guidelines) or by transferring funds from another Qualified Retirement Plan such as another Traditional IRA, 401k, pension plan, etc.
Self-Directed Roth IRA
Allows you to fund your account with after tax dollars by making a personal contribution (per IRS guidelines) or by transferring funds from another Qualified Retirement Plan such as another Roth IRA. You may also convert Traditional funds to a Roth account.
(Simplified Employee Pension) IRA
Eliminates the setup and operating costs of a conventional retirement plan. Investors may contribute up to 25% of their employee pay.
Savings Incentive Match Plan for Small Businesses and the Employees IRA
Small business retirement plans allow for up to 3% matching contributions annually.
Client Agreement for Trust/Custodial Administration
Establish a Trust with the option of Preferred Trust Company acting in the capacity of Trustee and/or Custodian.
General Account Administration Forms
One-Time IRA Distribution Form
Request a one-time, single distribution. Use a RMD Worksheet to determine Required Minimum Distribution values.
Recurring Distribution Form
Request recurring monthly distributions. Use a RMD Worksheet to determine Required Minimum Distribution values.