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IRA Forms

Sunwest Trust Self Directed IRA Forms

1. Traditional IRA Contribution Form

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2. Direction of Investment (original required)

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3. Transfer Form

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4. Authorization to Release Information

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5. Rollover Certificate

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6. ROTH Contribution Form

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7. Distribution Form

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8. Internal Conversion Form to Convert a Traditional IRA to a Roth IRA

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9. Beneficiary Designation

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10. Change of Name, Address or Beneficiary to IRA Account

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11. Beneficiary Designation by an Inheriting Beneficiary

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12. Internal Recharacterization of IRA Contribution

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13. Establishing a Substantially Equal Periodic Distribution Schedule

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14. Beneficiary’s Distribution Election and Certification Form and Payment Instruction

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15. Worksheet to Calculate the Required Minimum Distribution (RMD)

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16. IRA Opportunities

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17. The Spousal IRA Contribution

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18. SEP – Simplified Employee Pension Plan

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19. Inherited Traditional IRA Application

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20. Inherited Traditional Transfer Form

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21. Inherited Roth IRA Application

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22. Inherited Roth Transfer Form

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23. Annual Asset Valuation Worksheet

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24. LLC Manager Agreement

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25. Beneficiary Succession Plan

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26. Deposit Coupons

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