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Phone: 505-237-2225
Toll Free: 1-800-642-7167
Fax: 505-275-1554
info@sunwesttrust.com
P.O. Box 36371
Albuquerque, NM
87176-6371
Forms
Instruction & Authorization to Transfer Traditional IRA Funds to Another Traditional IRA
Instruction & Authorization to Transfer ROTH IRA Funds
Authorization to Release Information
Internal Conversion Form to Convert a Traditional IRA to a Roth IRA
Change of Name, Address or Beneficiary to IRA Account
Beneficiary Designation by an Inheriting Beneficiary
Internal Recharacterization of IRA Contribution
Establishing a Substantially Equal Periodic Distribution Schedule
Instruction to Convert, via transfer, Traditional IRA Funds to a ROTH IRA
ROTH IRA Self-Directed of Trust Distribution Form
Self-Directed or Trust Distribution Form
Periodic Payment Instruction for Accountholders 70 1/2 and Older
Beneficiary's Distribution Election and Certification Form and Payment Instruction
Worksheet to Calculate the Required Minimum Distribution (RMD)
SEP - Simplified Employee Pension Plan
