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

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 Form

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 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