• Fill in your personal information in Part 1.

• Indicate the source of funds in Part 3 (IRA Transfer, Rollover, or Personal Contribution) without specifying the contribution date.

• Complete Part 4 with your personal details and attach a CLEAR copy of your photo ID.

• Specify Primary and Contingent Beneficiaries in Part 5.

• If not naming your spouse as Primary Beneficiary, include their signature and a witness's signature in Part 6.

• Sign as the IRA Owner in Part 7 and have the form notarized.

• Return pages 1 and 2 with your photo ID copy. (Please note that you are not required to return pages 3-15 of the IRA Application, keep these for your records).

Make selections, initial, and sign where indicated on pages 1 & 2.

Sign, date, and return.

Complete highlighted sections, sign, date and submit page 1.

Send check for $175 payable to "Premier Trust, Inc."

Include a clear copy used during notarization.

Complete and return for free online account access.

• Complete Part 1 with personal information and account type.

• Leave the “Account Number" blank; we'll assign it later.

• Indicate your relationship to the IRA in Part 3.

• Provide personal information and the account number of the transferring IRA in Part 4.

• Specify where to send Transfer Request paperwork in Part 5.

• Complete Part 6 if you are over 72.

• Enter the transfer amount in Part 7, ensuring it covers fees and minimum balance.

• Sign as the "Recipient" in Part 8 (no notarization needed if transfer amount is under $1,000,000.00).

• Enter personal information in Part 1.

• Complete the highlighted section in Part 3 if funding from a non-IRA account.

• Sign as the IRA Owner in Part 4.

Complete providing new asset information.