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IRA Forms

Sunwest Trust Self Directed IRA Forms

1) Traditional IRA Contribution Form video Traditional contribution form (Traditional IRA Contribution Form Video)

2) Direction of Investment (original required) self directed ira direction of investment form (Direction of Investment Video)

3) Instruction & Authorization to Transfer Traditional IRA Funds to Another Traditional IRA (IRA to IRA Transfer Form Video)

4) Instruction & Authorization to Transfer ROTH IRA Funds HOW TO VIDEO

5) Authorization to Release Information HOW TO VIDEO

6) Rollover Certificate

7) ROTH Contribution Form

8) Traditional IRA Self-Directed of Trust Distribution form (original required)

9) ROTH IRA Self-Directed of Trust Distribution Form (original required)

10) Internal Conversion Form to Convert a Traditional IRA to a Roth IRA

11) Beneficiary Designation 12284228131842595992schoolfreeware_Movie_Camera.svg.med HOW TO VIDEO

12) Change of Name, Address or Beneficiary to IRA Account HOW TO VIDEO

13) Beneficiary Designation by an Inheriting Beneficiary HOW TO VIDEO

14) Internal Recharacterization of IRA Contribution

15) Establishing a Substantially Equal Periodic Distribution Schedule

16) Periodic Payment Instruction for Account Holders 70 1/2 and Older (original required)

17) Beneficiary’s Distribution Election and Certification Form and Payment Instruction

18) Worksheet to Calculate the Required Minimum Distribution (RMD)

19) IRA Opportunities

20) The Spousal IRA Contribution

21) SEP – Simplified Employee Pension Plan

22) Inherited Traditional IRA Application

23) Inherited Traditional Transfer Form

24) Inherited Roth IRA Application

25) Inherited Roth Transfer Form

26) Annual Asset Valuation Worksheet

27) LLC Manager Agreement

28) Beneficiary Succession Plan

29) Deposit Coupons