Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

Specialized Trust Company will be closing at 12pm MST on December 20th, 24th, and 31st and will be closed on December 25th and January 1st in observation of the Holiday Season.

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

Forms

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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

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

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

Specialized Trust Company BBB Business Review