Forms & applications
Forms, without the paperwork feeling
Every Investor Services form can be completed and signed electronically. Prefer paper? Every form is also a fillable PDF.
How this library works
- Pick a task below — every form offers Sign with DocuSign first and a downloadable PDF second.
- Each form states its expected processing time up front.
- Signed a form? Status tracking is coming to your portal: received → in review → processed.
Open a new account
Applications for every account type we custody. Most applications are completed online in about ten minutes.
Fund your account
Transfers, rollovers, and deposit notifications — including our verified delivery and wire instructions.
Manage your account
Update your information, designate beneficiaries, authorize a representative, or request a Roth conversion.
Invest & maintain
Investment authorizations plus annual valuation, expense, and exchange forms for each asset class we administer: private equity, real estate, IRA LLC, promissory notes, precious metals, and public markets.
Take a distribution
Request cash or in-kind distributions, including required minimum distributions.
Terms & disclosures
The agreements and fee schedule that govern your account.