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.
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.