Self-Directed IRA, Retirement Planning Services, Retirement Accounts   Self-Directed IRA, Retirement Planning Services, Retirement Accounts



DOCUMENTS
AND FORMS
 
  If you have questions regarding our services, please contact us at (800) 455-9472 or at retire@trustlynk.com
TRUST ADMINISTRATION SERVICES DOCUMENT CENTER

The documents below will assist you to:

• OPEN A NEW ACCOUNT FOR INDIVIDUAL, BUSINESS OR CUSTODY ACCOUNTS
• MAKE A TRANSFER AND/OR
• MAKE A CORRESPONDING INVESTMENT.

Click on the kit or individual form to download the document.

To complete the new account transaction,
sign all forms and mail with the following:

• A copy of your valid driver's license or government issued identification
• To open an Individual Retirement Account please contact us
• To open an Business Retirement Account please contact us
• Mail to:

Sterling Trust,
P.O. Box 85410
San Diego, CA 92186-5410

If you have any questions, please contact us at
800-455-9472. Download the latest version of Adobe Acrobat.

Investment Authorization Forms

• Real Estate Investment Authorization /
Property Management Agreement
• Promissory Note Investment Authorization /
Loan Servicing Agreement
• Private Offering Investment Authorization
• Standard Investment Authorization
• Tax Lien Investment Authorization
• Periodic Investment Instructions
• Sell Authorization

Miscellaneous Forms

• Promissory Note Changes
• Property Management Agreement
• Loan Servicing Agreement
• Wire and ACH Instructions
• IRA Transfer Form
• Beneficiary Election
• Credit Card Authorization
• Deposit Coupon Instructions
• Fee Schedule for Individual Retirement Accounts (Roth, SEP, SIMPLE, Beneficiary, Traditional)
• Fee Schedule for Qualified Business Retirement Plan and Custodial Accounts
• Interested Party Designation
• IRA Distribution Authorization
• IRA Rollover Certification
• ROTH IRA Conversion Request
• USA Patriot Act
• 5305-SEP
 
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Sterling Trust, a division of Equity Trust Company, is a leading provider of self-directed IRA retirement accounts, retirement planning services, real estate IRA and IRA custodian accounts. Equity Trust does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or their designated financial representative. Investment products are not FDIC insured, not guaranteed and may lose value.