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 / Roth IRA Establishment Documents
- SIMPLE IRA Establishment Documents
- SIMPLE IRA for Employers
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
- ACH for Contributions to IRAs
- Contribution Designation-IRA
- SEP Contribution Agreement
Solo(k)
Make an Investment
Private Equity
- Private Equity Investment Authorization
- Private Equity Investment Notification
- Private Equity Investment Checklist
- Single Member Companies Investment Authorization
Traded Assets
Other Asset Types
Promissory Notes
- Convertible Note Investment Authorization
- Deed of Trust/Mortgage/Note Payoff
- Note Investment Authorization
Real Estate
- Expense Payment Request
- Real Estate Investment Authorization
- 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
- Standing Instructions for Electronic Funds Transfers
- Certification of Substantially Equal Periodic Payments
- Expense Payment Request
- IRA Distribution Request
- Withholding Election Form
- Distribution Limited Power of Attorney – IRA
- Real Estate Expense Payment Ltd. Power of Attorney
- Trust Certification
Change Your Account Profile
- Address Change Request
- Affiliated Party Form
- IRA – Beneficiary Designation
- 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
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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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