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
- IRS Form 5305-SEP-IRA (Employer Plan Document)
Solo(k)
Make an Investment
Private Equity
Traded Assets
Other Asset Types
Promissory Notes
Real Estate
Manage Your Account
Contributions, Deposits, and Transfers
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 – Beneficiary Designation
- IRA Distribution Request
- Beneficiary Distribution Request – IRA
- Withholding Election Form
- Distribution Limited Power of Attorney – IRA
- Real Estate Expense Payment Ltd. Power of Attorney
- Trust Certification
Change Your Account Profile
Miscellaneous
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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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