Application Kits

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Simply select the self-directed plan you prefer from the options below. Before you begin, please have the following ready:

• A 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 (if transferring cash and/or assets)

• If applicable, the Affiliate Code provided by the individual or company who referred you

• Digital copy of a voided check (if setting up automatic transfers)

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

• Account application acknowledgement page

• Transfer or Conversion Form (if transferring funds from another financial institution)

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

• Pay via Paypal or add credit card details to application form for processing

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. PT 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.