Ease of on-line forms
For the ease and convenience to clients, Preferred Trust offers electronic forms that can be filled out, printed, and signed by the client. Please mail completed forms to: 2450 St. Rose Parkway, Suite 210, Henderson, NV 89074. A Preferred Trust Account Representative will contact you promptly after reviewing the forms.
These forms are also available at our office.
Application kits
When opening a Traditional, Roth, SEP, or SIMPLE IRA, the following applicable Application Kit is required.
Traditional Application Kit
Roth Application Kit
SEP Application Kit
SIMPLE Application Kit
LPI Traditional Application Kit
LPI Roth Application Kit
LPI SEP Application Kit
Supplemental forms
A Preferred Trust Company Account Representative will notify you when additional forms are required to open an account or for general account maintenance.
Request for Transfer or Conversion Form
IRA Distribution Form
IRA Rollover or Conversion Form
IRA Contribution Instruction Form
IRA Designation of Change of Beneficiary Form
Sponsor Notification Investment Form
Investment Authorization and Direction Form
Authorization to Pay IRA Funds to an Escrow Agent of Funding Company
Fee Schedule
Account Access Designation
Access your account on-line
We listen to our clients so we know that accessibility is important to you and that is why Preferred Trust provides clients access to view their account on-line 24 hours a day, 7 days a week. Clients and/or a designated party will be able view assets held and transaction history. Contact your Account Representative at Preferred Trust for more details or log-in by clicking on the "ACCESS YOUR ACCOUNT" link on the homepage.
