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.
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