Application Kits

Simply select the self-directed plan that matches your needs from the above choice. Either Apply Online of Download the Application for completion at a later time.

Before you begin, please have the following ready:

• A copy of your valid government issued photo ID

• Your beneficiary’s information (Name, relationship, SSN, address, percentage designation)

• Digital copy of a recent account statement from your financial institution

• Enter “Entrust” in to the Referral Field of the application

Once you have completed the online application, you will be prompted to print, sign and mail the following documents:

• Account application forwarded to you via email – please sign and mail to us

• Executed Transfer or Conversion Form

• Pre-Consent eSign Authorization Disclosure Form – to allow digital, quick signatures on all future paperwork processes

• Fee Schedule

For assistance with an Application Kit, please contact one of our Client Service Agents Monday through Friday

8:00 a.m. until 5:00 p.m. PST at:
1-888-990-7892 or email us at info@ptcemail.com.

All digital copies of forms can be uploaded directly through our application portal.