At Pacific Premier Trust, we know your time is valuable and you’d rather not be spending it tracking down required account documents, IRA forms, and IRS forms. That’s why we’ve compiled all the forms you’ll need for opening, funding, and maintaining your account.
We’ve organized the forms below under each step of the account process. If you’re still having trouble finding a document, you can also search alphabetically.
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Open an Account
IRA Forms
- Traditional-SEP-Roth IRA Establishment Documents Kit
- SIMPLE IRA Account Application
- SIMPLE IRA Custodial Account Agreement
- SIMPLE IRA Disclosure Statement
- SIMPLE IRA Establishment Documents Kit
- SIMPLE IRA for Employers
- SIMPLE IRA Plan Kit Cover Page
Custody Only Account Forms
- Custodial Account Agreement Custody Only Accounts
- Custodial Account Agreement Roth IRA
- Custodial Account Agreement Trad-SEP IRA
- Custody Only Account Application
- Custody Only Account Establishment Documents Kit
Beneficiary Forms
Fund Your Account
IRA
- Traditional Roth Rollover Request
- IRA Conversion/Recharacterization Request
- ACH for Contributions to IRAs
- IRA Contribution Designation Form
- SEP Contribution Agreement
Solo(k)
Make an Investment
Private Equity
- Private Equity Investment Authorization
- Private Equity Investment Notification
- Private Equity Investment Checklist
- Single Member Investment Authorization
Traded Assets
Other Asset Types
Promissory Notes
- Convertible Note Investment Authorization
- Deed of Trust/Mortgage/Note Payoff
- Note Investment Authorization
Real Estate
- Expense Payment Form
- Real Estate Investment Authorization
- Real Estate Investment Authorization Kit
- Real Estate Sale Authorization
- Solo(k) Real Estate Sale
Manage Your Account
Contributions, Deposits, and Transfers
- ACH for Contribution to IRAs
- IRA Contribution Designation Form
- Incoming Wire, ACH & Check Instructions
- Removal/Correction of Excess IRA Contribution
- IRA Transfer Request Due to Divorce or Separation
- ACH Debit Authorization
- Deposit Slip for Notes
- Deposit Slip for Private Equity
- Deposit Slip for Real Estate
Distributions and Expense Payments
- Authorization for Payment/Management Advisory Fees
- Standing Instructions for Electronic Funds Transfers
- Certification of Substantially Equal Periodic Payments
- Expense Payment Form
- IRA Distribution Request
- IRA Withholding Election Form
- Limited Power of Attorney
- Real Estate Expense Payment Ltd. Power of Attorney
- Trust Certification
Change Your Account Profile
- Address Change Request
- Affiliated Party Authorization Update
- IRA – Beneficiary Designation
- Legal Name Change Request
- Transfer on Death Account Designation
Miscellaneous
- Appointment of Attorney-in-Fact, Executor, Guardian or Conservator
- Instructions for Unrelated Business Taxable Income Filing
- IRS Form 990-T
- Note Investment Status
- Note Investment Removal Request
- Private Equity Worthless Asset Notification
- Real Estate Valuation
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Advisor Services Forms
The forms attached to the link below are for Registered Investment Advisors only who have an Advisor Services Agreement with Pacific Premier Trust. To learn more about the agreement, please contact your Relationship Manager or our Client Service Team at 800.962.4238.
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