Use this form for any deposit other than a custodian to custodian transfer.
Our policy is that deposits, in the form of checks, will be held for 3-5 business days (depending on where the check is from) before the funds will be available for investment or disbursement. We will not accept third-party checks, therefore your check must be made payable to “IRA Services Trust Company.”
If you are depositing cash, including for bill pay, or rolling over assets to IRA Services Trust Company, please complete and submit this form. Please make checks payable to “IRA Services Trust Company FBO Client Name” and reference the account number on the memo line.
If it is a rollover check and the check is made out to your name, please deposit it into your bank account and write a check payable to “IRA Services Trust Company FBO Client Name” drawn against your bank account.
You can submit the form by using one of the following methods.
This is the preferred way to complete the form. You can fill out the form online and sign it electronically by DocuSign.
|Click here to DocuSign Form|
If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.
|Click here to Download Form|