Forms

Account
Applications

Please contact our New Accounts team with help completing the forms below.

800.529.3951
Option 1

Traditional Self-Directed IRA Application

Download

Roth Self-Directed Application

Download

SEP Self-Directed Application

Download

Simple IRA Self-Directed Application

Download

Inherited IRA Self-Directed Application

Download

SOLO K / Individual 401k Self-Directed Application

Download

CESA Self-Directed Application

Download

Transfer Form

Download

Inherited Roth IRA Application

Download

Health Savings Account Application

Download

Investment
Forms & Account
Maintenance

Please Contact our Client Service team with help completing the forms below.

800.529.3951
Option 2

Direction to Invest Form

Download

This form is used to make your investment.

Contribution/ Deposit Form

Download

This form is used to make contributions to your account or submitting payments for an investment.


Bill Pay Form

Download

This form is used to pay bills for an investment already in your account.

Third-Party Access Form

Download

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

Download

This form is used to take a distribution from your account.