Use this form to notify us of an incoming direct deposit (ACH).
This form must be completed in full by the sender and received by us on the same day that the payment is being sent. If this form is incomplete, or if it is not received by us in a timely manner, funds may be returned to the originating bank.
If you are sending an ACH or direct deposit, please complete and submit this form. This form must be completed in full and received by IRA Services Trust Company on the SAME DAY that you are sending the payment. The payment will be credited to the investor’s IRA account one business day following receipt of funds by our bank. If this form is incomplete and/or we do not receive this notification in a timely manner, funds may be returned to the originating bank.
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|