Forms to Manage Your Client Accounts and Investments
Select your specialty below to view and download available forms to manage your clients’ Equity Trust accounts. You can also login to myEQUITY.com to manage your clients’ accounts online. If you don’t yet have a myEQUITY login, you can still pay an invoice online with our one-time payment e-check/ACH or credit card payment options.
REGISTERED INVESTMENT ADVISORS
BROKER DEALERS
INVESTMENT SPONSORS
PRECIOUS METAL DEALERS
DIRECTED TRUSTEE SERVICES
REGISTERED INVESTMENT ADVISORS
BROKER DEALERS
INVESTMENT SPONSORS
PRECIOUS METAL DEALERS
DIRECTED TRUSTEE SERVICES
All Forms by Transaction
1 Open An Account
- TRADITIONAL/ROTH/SEP APPLICATION
- TRANSFER FORM
- SEP REQUIREMENTS
- SIMPLE APPLICATION – EMPLOYER
- SIMPLE APPLICATION – EMPLOYEE
- IRS FORM 5305 SEP
- IRS FORM 5304
- FEE SCHEDULE
- POWER OF ATTORNEY
- PRIVATE EQUITY DOI (Direction of Investment)
- PRIVATE EQUITY SALE DOI
- PRIVATE DEBT BUY DOI
- PRIVATE DEBT SALE DOI
- GENERAL DOI
- GENERAL SALE DOI
- PUBLICLY OFFERED BUY DOI
- PUBLICLY OFFERED SALE DOI
- MUTUAL FUND DOI
- LIABILITY INFORMATION
- TRADING ACCOUNT DOI
- TRADING ACCOUNT SALE DOI
- TAX LIEN DOI
- TAX LIEN REDEMPTION DOI
- EARNEST MONEY REQUEST
- REAL ESTATE DOI
- REAL ESTATE SALE DOI
- SIGNATURE DOI
Contribute/ Deposit Funds
- ACH CONTRIBUTION ELECTION FORM
- DEPOSIT COUPON
- FUNDING/DELIVERY INSTRUCTIONS
Distribute Funds/ Pay Bills
- ONE-TIME DISTRIBUTION REQUEST
- RECURRING DISTRIBUTION REQUEST
- BILL PAY – ONE TIME
- BILL PAY – RECURRING
Forms For Precious Metals Accounts
- HOW TO GET STARTED
- APPLICATION – TRADITIONAL, ROTH, AND SEP IRAS
- APPLICATION – SIMPLE IRA
- ACCOUNT TRANSFER FORM
- PRECIOUS METALS FEE SCHEDULE
- DEPOSITORY CHANGE FORM
- DIRECTION OF INVESTMENT
- ONE-TIME DISTRIBUTION REQUEST
- PERTH MINT ASSET STRATEGIES DOI
- PERTH MINT EURO PACIFIC DOI
- PERTH MINT DOI
- VIEW ALL FORMS FOR PRECIOUS METALS DEALERS
- RECURRING DISTRIBUTION REQUEST
Forms For Qualified Plans
- BENEFICIARY DESIGNATION CHANGE FORM
- FUNDING/DELIVERY INSTRUCTIONS
Update Account Information
- UPDATE NAME AND CONTACT INFORMATION
- OPTIONAL AUTHORIZATION FORM
- SCHEDULE CREDIT CARD PAYMENTS OR ACH/E-CHECK DIRECT DEBITS
- PAY AN INVOICE ONLINE WITH RECURRING & ONE-TIME PAYMENT OPTIONS
- CHANGE BENEFICIARY
- UPDATE FAIR MARKET VALUE FOR INVESTMENT
- NOTIFICATION OF DIVORCE AND TRANSFER INSTRUCTIONS
- UNCOLLECTIBLE NOTE FORM
- NOTE MODIFICATION FORM
Miscellaneous & Other Forms
- E-STATEMENT FOR BROKER-DEALERS
- E-STATEMENT FOR REPRESENTATIVES
- ROTH CONVERSION FORM
Directed Trustee Services (DTS)
ACCESS DTS FORMS
- INDIVIDUAL RETIREMENT ACCOUNTS (IRA)
- INDIVIDUAL 401(K) PLAN AND PROFIT SHARING PLANS
- 403(B) (7) CUSTODIAL ACCOUNT
- COVERDELL EDUCATION SAVINGS ACCOUNT (CESA)
- HEALTH SAVINGS ACCOUNT (HSA)
- ADDITIONAL FORMS
Related Pages:
- Institutional Fees Schedule
- Pay an Invoice Online
- myEQUITY Account Management
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© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1 ici.org, total assets in IRAs as of 12/2023
- Universal IRA
- Self-Directed IRA
- Checkbook IRA LLC
- Real Estate
- Private Lending
- Private Equity
- Futures/Forex Trading
- Cryptocurrency IRA
- Precious Metals
- Mutual Funds & Stocks
- All Investment Types
- myEQUITY Login
- Rental / Loan Payment
- Pay an Invoice
- Client Resources
- Forms
- Investment District
- Investor Education
- Events
- Blog
- Equity Trust Master Academy
- Investor Case Studies
- Video Library
Why Equity Trust
- Equity Trust Advantage
- Awards and Press
- Account Fee Schedule
- Regulatory Oversight & Security
- About Us
- Reviews
- Who We Are
- Careers
- About Equity Institutional
- Innovation & Technology
- Resources
- Precious Metals Dealers
- Cryptocurrency Providers
- Investment Platforms
- Crowdfunding & Private Equity
- Self-Clearing Retirement Services
- RIAs & Broker Dealers
- 1031 Exchange
- myEQUITY Login
- Rental / Loan Payment
- Pay an Invoice
- Client Resources
- Forms
- Investment District
- Real Estate
- Private Lending
- Private Equity
- Futures/Forex Trading
- Cryptocurrency IRA
- Precious Metals
- Mutual Funds & Stocks
- All Investment Types
- Investor Education
- Events
- Blog
- Equity Trust Master Academy
- Investor Case Studies
- Video Library
Why Equity Trust
- Equity Trust Advantage
- Awards and Press
- Account Fee Schedule
- Regulatory Oversight & Security
- About Us
- Reviews
- Who We Are
- Careers
- About Equity Institutional
- Innovation & Technology
- Resources
- Precious Metals Dealers
- Cryptocurrency Providers
- Investment Platforms
- Crowdfunding & Private Equity
- Self-Clearing Retirement Services
- RIAs & Broker Dealers
- 1031 Exchange
- Universal IRA
- Self-Directed IRA
- Checkbook IRA LLC
Subscribe to our newsletter:
© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1 ici.org, total assets in IRAs as of 12/2023
Visit our affiliate sites:
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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