Please contact our New Accounts team with help completing the forms below.
Inherited IRA Self-Directed Application
SOLO K / Individual 401k Self-Directed Application
Investment Forms & Account Maintenance
Please Contact our Client Service team with help completing the forms below.
Direction to Invest Form
This form is used to make your investment.
Contribution/ Deposit Form
This form is used to make contributions to your account or submitting payments for an investment.
Bill Pay Form
This form is used to pay bills for an investment already in your account.
Third-Party Access Form
This form is used when you want Specialized Trust Company to speak with an advisor, partner, etc. regarding the status of your account and investments. Third party reps cannot order transactions to on behalf of your account.
Distribution Request Form
This form is used to take a distribution from your account.