Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Our office will be closed on Monday, September 1st, 2025 in observance of Labor Day. We will resume regular business hours on Tuesday, September 2nd, 2025

Test Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 | Email: help@IRASTC.com |Hours of operation: Monday-Friday, 8:00AM-5:00PM MST TEST

Forms

Any form you may need is available below for your convenience.

Account Applications

Traditional Self-Directed IRA ApplicationSimple IRA Self-Directed ApplicationCESA Self-Directed ApplicationSMS Enrollment FormCredit Card Update FormSignature Request Form

Roth Self-Directed ApplicationInherited IRA Self-Directed ApplicationHealth Savings Account ApplicationAccount Transfer FormFair Market ValuationMinor Roth Application

SEP Self-Directed ApplicationSOLO K / Individual 401k Self-Directed ApplicationInherited Roth IRA ApplicationAccount Conversion FormSale Direction Form

Account Applications

SIMPLE IRA
ApplicationSTC CESA
ApplicationSTC Inherited Traditional
ApplicationSTC Traditional
Application

STC HSA
ApplicationSTC Minor Roth
ApplicationSTC 401K
Application

STC Inherited Roth
ApplicationSTC Roth
ApplicationSTC SEP
Application

Investment Forms & Account Maintenance

Direction to Invest FormThird-Party Access Form

Contribution/ Deposit FormAccount Maintenance Form

Bill Pay Request FormDistribution Request Form

Specialized Trust Company

Albuquerque: (505) 514-0539
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110

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About
Fee Schedules
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Specialized Trust Company

Albuquerque: (505) 514-0539
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
Email: help@IRASTC.com

Hours of operation:
Monday-Friday,
8:00AM – 5:00PM MST

Specialized Trust Company BBB Business Review