Instructions / Legend
Simply choose the form you’d like to fill out from the list below. Each form is able to be completed in up to 3 of the following formats:
Download the form to your computer as a PDF document. From there, you can open the PDF with Adobe Acrobat and fill it out on your computer. Once the form is completed, you can email the form to us, or print it out and mail it to our offices. Forms that require a wet signature must be printed and mailed.
This option means the form is available as an online webform; no downloading or PDF required. Once you’ve completed filling out the form and uploading the required, scanned documents, you simply press the submit button and we receive your form instantly. The information you provide to us is transmitted securely via a SHA-256, 2048 bit encrypted SSL certificate.
If you’re already a Preferred Trust account holder, and have been E-Sign Verified, you can fill out AND “Electronically-Sign” (or E-Sign) any of the Account Maintenance & Transaction Forms below.
Already an account holder but not yet E-Sign Verified? Click here to download the application form now!
Don’t have an account with Preferred Trust? Select one of the 4 Application Kits below and open an account today!
Self-Directed Traditional IRA
Enables you to fund your tax deferred (funded with pre-tax dollars) account either by making a retirement account contribution or by transferring funds from an existing plan, such as a 401k, pension plan, or another traditional IRA.
Self-Directed Roth IRA
IRA option that allows you to fund with after-tax dollars that grow tax-free. Qualified distributions are also tax-free. Investors may set aside after-tax income up to a specified amount each year.
(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.
Become E-Sign Verified
Become E-Sign Verified
Want to avoid having to print, sign and mail in your account forms in the future? By becoming E-Sign Verified, you can fill out AND “Electronically-Sign” (or E-Sign) any of the Account Maintenance & Transaction Forms below.
If you are already an account holder with Preferred Trust, simply complete the E-Sign Verification form and mail it in.
If you are not currently an account holder with Preferred Trust, please select one of the 3 Application Kits above and open an account today!
Preferred Trust Company fee schedule.
Account Holder Forms
Account Maintenance Forms
Account Transaction Forms
IRA Distribution Form
Identify IRA distribution reason, method and form. Use a RMD Worksheet to determine Required Minimum Distribution values.