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

Form Name

Printable Version (PDF)

DocuSign Link (if available)

Traditional-SEP-Roth IRA Establishment Documents Kit

PDF Link  

SIMPLE IRA Establishment Documents Kit

PDF Link  

SIMPLE IRA for Employers

PDF Link  

Custody Only Account Establishment Documents Kit

PDF Link  

IRA – Beneficiary Designation

PDF Link DocuSign Link

Solo(k) – Beneficiary Designation

PDF Link  

Fund Your Account

Form Name

Printable Version (PDF)

DocuSign Link (if available)

Transfer Initiation Form

PDF Link DocuSign Link

IRA Conversion/Recharacterization Request

PDF Link DocuSign Link

ACH for Contributions to IRAs

PDF Link DocuSign Link

IRA Contribution Designation Form

PDF Link DocuSign Link

SEP Contribution Agreement

PDF Link  

Solo(k) Contribution

PDF Link  

Make an Investment

Form Name

Printable Version (PDF)

DocuSign Link (if available)

Private Equity Investment Authorization

PDF Link DocuSign Link

Single Member Investment Authorization

PDF Link DocuSign Link

Standard Investment Authorization

PDF Link DocuSign Link

Precious Metals Investment/Transfer Authorization

PDF Link DocuSign Link

Secondary Market Investment Authorization

PDF Link DocuSign Link

Convertible Note Investment Authorization

PDF Link DocuSign Link

Deed of Trust/Mortgage/Note Payoff

PDF Link DocuSign Link

Note Investment Authorization

PDF Link DocuSign Link

Expense Payment Form

PDF Link DocuSign Link

Real Estate Investment Authorization Kit

PDF Link DocuSign Link

Real Estate Sale Authorization

PDF Link DocuSign Link

Solo(k) Real Estate Sale

PDF Link  

Manage Your Account

Form Name

Printable Version (PDF)

DocuSign Link (if available)

ACH for Contribution to IRAs

PDF Link DocuSign Link

IRA Contribution Designation Form

PDF Link DocuSign Link

Incoming Wire, ACH & Check Instructions

PDF Link  

Removal/Correction of Excess IRA Contribution

PDF Link DocuSign Link

IRA Transfer Request Due to Divorce or Separation

PDF Link  

ACH Debit Authorization

PDF Link DocuSign Link

Deposit Slip for Notes

PDF Link  

Deposit Slip for Private Equity

PDF Link  

Deposit Slip for Real Estate

PDF Link  

Authorization for Payment/Management Advisory Fees

PDF Link DocuSign Link

Standing Instructions for Electronic Funds Transfers

PDF Link  

Certification of Substantially Equal Periodic Payments

PDF Link DocuSign Link

Expense Payment Form

PDF Link DocuSign Link

IRA Distribution Request

PDF Link DocuSign Link

IRA Withholding Election Form

PDF Link DocuSign Link

Limited Power of Attorney

PDF Link  

Trust Certification

PDF Link  

Address Change Request

PDF Link DocuSign Link

Affiliated Party Authorization Update

PDF Link DocuSign Link

IRA – Beneficiary Designation

PDF Link DocuSign Link

Legal Name Change Request

PDF Link  

Transfer on Death Account Designation

PDF Link DocuSign Link

Appointment of Attorney-in-Fact, Executor, Guardian or Conservator

PDF Link DocuSign Link

Instructions for Unrelated Business Taxable Income Filing

PDF Link  

IRS Form 990-T

PDF Link  

Note Investment Status

PDF Link DocuSign Link

Note Investment Removal Request

PDF Link DocuSign Link

Private Equity Worthless Asset Notification

PDF Link DocuSign Link

Real Estate Valuation

PDF Link  

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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.

ADVISOR SERVICES FORMS

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Questions?

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