Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 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 ApplicationRoth Self-Directed ApplicationInherited IRA Self-Directed ApplicationHealth Savings Account ApplicationAccount Transfer FormSEP Self-Directed ApplicationSOLO K / Individual 401k Self-Directed ApplicationInherited Roth IRA ApplicationInvestment Forms & Account Maintenance Direction to Invest FormThird-Party Access FormContribution/ Deposit FormBill Pay Request FormDistribution Request FormSpecialized Trust CompanyAlbuquerque: (505) 514-0539 Toll-Free: (800) 529-3951 Fax: (505) 792-6096 6100 Indian School Rd. NE Suite 215 Albuquerque NM, 87110 Navigation: Home About Fee Schedules Resources Navigation: Home About Fee Schedules Resources Specialized Trust CompanyAlbuquerque: (505) 514-0539 Toll-Free: (800) 529-3951 Fax: (505) 792-6096 6100 Indian School Rd. NE Suite 215 Albuquerque NM, 87110