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 Application

Roth Self-Directed ApplicationInherited IRA Self-Directed ApplicationHealth Savings Account ApplicationAccount Transfer Form

SEP Self-Directed ApplicationSOLO K / Individual 401k Self-Directed ApplicationInherited Roth IRA Application

Investment Forms & Account Maintenance

Direction to Invest FormThird-Party Access Form

Contribution/ Deposit 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

Navigation:

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Navigation:

Home
About
Fee Schedules
Resources

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