Update account information
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All information requests must be submitted in writing
Select or change current beneficiary of traditional, ROTH or SEP IRA
Provide permission for entity to receive account information
Outline account closure desire and details
Setup recurring or single contributions to IRA account
Initial investment request form to process account investments.
Initial investment request form to process account investments with promissory notes
Initial investment request form to process brokerage account investments.
Direct payment of investment expense
Identify IRA distribution reason, method and form. Use a RMD Worksheet to determine Required Minimum Distribution values.
Elect to convert a tax-deferred IRA account to a Roth IRA account. There is no penalty for a Roth IRA conversion but, it is a taxable event.
Processing request for investment expense payment
Direct recurring payment of investment expense
Direct recurring payment of fluctuating monthly investment expenses
© 2023 Preferred Trust Company. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.