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
IRA Forms
- Traditional/SEP IRA Establishment Documents
- Roth IRA Establishment Documents
- SIMPLE IRA Establishment Documents
- SIMPLE IRA for Employers
Solo(k) Account Forms
- Solo(k) Plan Establishment Documents
- Solo(k) Adoption Agreement
- Solo(k) Plan Document (56 printed pages)
- Solo(k) Summary Plan Description
- In-Plan Roth Rollover (IRR) Amendment Kit
- IRS Opinion Letter
- Privacy Notice
Coverdell/Education Savings Account (ESA) Forms
Custody Only Account Forms
Beneficiary Forms
Fund Your Account
IRA
- Traditional/SEP/Roth Transfer/Rollover Request
- IRA Conversion/Recharacterization Request
- SIMPLE IRA Transfer/Rollover Request
- Transfer Request: Cash Only
- ACH for Contributions to IRAs
- Contribution Designation-IRA
- IRS Form 5305-SEP-IRA (Employer Plan Document)
Solo(k)
Make an Investment
Private Equity
- Convertible Note Investment Authorization
- Private Equity Investment Authorization
- Private Equity Investment Notification
- Single Member Companies Investment Authorization
- Family Controlled Companies Investment Authorization
- Secondary Market Investment Authorization
- Solo(k) Convertible Note Investment Authorization
- Solo(k) Single Member Investment Authorization
- Solo(k) Family Controlled Companies Investment Authorization
- Solo(k) Private Equity Investment Authorization
Traded Assets
Other Asset Types
- Precious Metals Investment Authorization
- Tax Lien Investment Authorization
- Solo(k) Tax Certificate Investment Authorization
Promissory Notes
- Convertible Note Investment Authorization
- Unsecured Note Investment Authorization
- Deed of Trust/Mortgage/Secured Note Investment Authorization
- Deed of Trust/Mortgage/Note Payoff
- Solo(k) Convertible Note Investment Authorization
- Solo(k) Deed of Trust/Mortgage/Secured Note Investment Authorization
- Solo(k) Unsecured Note Investment Authorization
- Solo(k) Deed of Trust/Mortgage/Note Payoff
Real Estate
- Expense Payment Request
- Real Estate Investment Authorization Kit
- Real Estate Expense Payment Ltd Power of Attorney
- Real Estate Sale
- Property Management Agreement
- Solo(k) Real Estate Investment Authorization
- 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
- Coverdell ESA Withdrawal Request
- Expense Payment Request
- IRA Beneficiary – Checklist
- IRA – Beneficiary Designation
- Beneficiary Distribution Request – IRA
- Withholding Election Form
- Distribution Request – IRA
- Distribution Limited Power of Attorney – IRA
- Real Estate Expense Payment Ltd. Power of Attorney
- Trust Certification
Change Your Account Profile
- Address Change Request
- Financial Representative Authorization
- Interested Party Authorization
- Name Change
- Affiliated Party Online Access Request
- Trading Limited Power of Attorney
- Transfer on Death Account Designation
Miscellaneous
- Appointment of Attorney-in-Fact, Executor, Guardian or Conservator
- Important Dates & Events for IRAs and ESAs
- 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
- Limited Partnership Market Makers List
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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 1.800.962.4238.
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