Advisor Forms

We value advisor relationships and want your time to be spent helping your clients, not tracking down forms. Here you’ll find the forms you need for your clients’ opening, funding, and maintaining a Pacific Premier Trust account.

We’ve organized the forms below under each step of the account process.

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Open an Account

IRA Forms 

• Traditional/SEP IRA Establishment Documents
• SIMPLE IRA Establishment Documents
• SIMPLE IRA for Employers

Custody Only Account Forms

• Custody Only Account Establishment Documents

Non-Qualified Taxable Account Forms

• Taxable Account Establishment Documents
• LLC/LP Account Addendum for Non-Qualified Accounts
• Certification Regarding Beneficial Owner(s) of Legal Entity

Beneficiary Forms

• IRA – Beneficiary Designation
• Solo(k) – Beneficiary Designation

Fund Your Account

IRA

• Traditional/SEP/Roth Transfer/Rollover Request
• IRA Conversion/Recharacterization Request
• SIMPLE IRA Transfer/Rollover Request
• ACH for Contributions to IRAs
• Contribution Designation-IRA
• IRS Form 5305-SEP-IRA (Employer Plan Document)

Solo(k)

• Solo(k) Contribution

Make an Investment

Private Equity

• Private Equity Investment Authorization
• Private Equity Investment Notification
• Single Member Companies Investment Authorization

Traded Assets

• Investment Authorization (Standard Investments)

Other Asset Types

• Precious Metals Investment Authorization

Promissory Notes

• Deed of Trust/Mortgage/Note Payoff
• Note Investment Authorization

Real Estate

• Expense Payment Request
• Real Estate Sale
• Solo(k) Real Estate Sale

Manage Your Account

Contributions, Deposits, and Transfers

• ACH for Contribution to IRAs
• Contribution Designation-IRA
• Incoming Wire, ACH & Check Instructions
• Removal/Correction of Excess IRA Contribution
• Divorce/Separation Transfer Request
• 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
• ACH for Distributions
• Certification of Substantially Equal Periodic Payments
• Expense Payment Request
• IRA – Beneficiary Designation
• Withholding Election Form
• Distribution Request – IRA
• Distribution Limited Power of Attorney – IRA
• Trust Certification

Change Your Account Profile

• Address Change Request
• Affiliated Party Form
• Name Change
• 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 Worksheet

Manage Firm Profile

• Account Access Authorization
• Firm Contact Principal Assignment

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