Advisor Forms | Pacific Premier Trust

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

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
LLC LP Account Addendum for Non-Qualified Accounts	PDF Link
Certification Regarding Beneficial Owner(s) of Legal Entity	PDF Link	DocuSign Link
Taxable Account Establishment 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
IRS Form 5305-SEP-IRA (Employer Plan Document)	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
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 Sale Authorization	PDF Link	DocuSign Link
Real Estate Investment Authorization Kit	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
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
Disbursement Request - Non-IRA	PDF Link	DocuSign Link
Expense Payment Form	PDF Link	DocuSign Link
IRA Withholding Election Form	PDF Link	DocuSign Link
IRA Distribution Request	PDF Link	DocuSign Link
Limited Power of Attorney	PDF Link
Trust Certification	PDF Link
Trust Certification Form Taxable Accounts	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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Manage Firm Profile

Form Name	Printable Version (PDF)	DocuSign Link (if available)
Account Access Authorization	PDF Link
Firm Contact Principal Assignment	PDF Link

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