Our office will be closed on Monday, October 12, 2026, in observance of Columbus Day. We will resume normal business hours on Tuesday, October 13, 2026.

Our office will be closed on Monday, October 12, 2026, in observance of Columbus Day. We will resume normal business hours on Tuesday, October 13, 2026.

Our office will be closed on Monday, October 12, 2026, in observance of Columbus Day. We will resume normal business hours on Tuesday, October 13, 2026.

Test Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 | Email: help@IRASTC.com |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 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

Account Applications

STC SIMPLE IRA ApplicationSTC CESA ApplicationSTC Inherited Traditional ApplicationSTC Traditional Application

STC HSA ApplicationSTC Minor Roth ApplicationSTC 401K Application

STC Inherited Roth ApplicationSTC Roth ApplicationSTC SEP Application

Investment Forms & Account Maintenance

Direction to Invest FormThird-Party Access FormSMS Enrollment & Cancellation Form

Contribution / Deposit FormAccount Maintenance FormReplacement Direction 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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Albuquerque: (505) 514-0539
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
Email: help@IRASTC.com

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

Specialized Trust Company

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