Trust Administration Services

	DOCUMENTS AND FORMS




	If you have questions regarding our services, please contact us at (800) 455-9472 or at retire@trustlynk.com

TRUST ADMINISTRATION SERVICES DOCUMENT CENTER

The documents below will assist you to:

•	OPEN A NEW ACCOUNT FOR INDIVIDUAL, BUSINESS OR CUSTODY ACCOUNTS
•	MAKE A TRANSFER AND/OR
•	MAKE A CORRESPONDING INVESTMENT.

Click on the kit or individual form to download the document.

To complete the new account transaction,
sign all forms and mail with the following:

•	A copy of your valid driver's license or government issued identification
•	A check for $50.00 to open an Individual Retirement Account
•	Or, a check for $50.00 to open a Business Retirement Account
•	Mail to: TRUST ADMINISTRATION SERVICES P.O. Box 85410 San Diego, CA 92186-5410

If you have any questions, please contact us at
800-455-9472. Download the latest version of Adobe Acrobat.

Individual Retirement Account Forms
Open an Account

•	Traditional IRA Kit
•	Roth IRA Kit
•	Rollover IRA Kit
•	Coverdell IRA Kit
•	Beneficiary IRA Kit

Business Retirement Account Forms
Open an Account

•	SIMPLE IRA Kit (with Election Doc)
•	SEP IRA Kit (with 5305)
•	Individual 401K Account Kit
•	401K Participant Enrollment

Custodial Account Forms

•	Custodial Account Kit
•	Custodial Account Deposit Coupon
•	Custodial Account Distribution Authorization
•	Custodial Real Estate Investment Authorization / Property Management Agreement
•	Custodial Promissory Note Investment Authorization / Loan Servicing Agreement
•	Custodial Private Offering Investment Authorization
•	Custodial Sell Authorization
•	Custodial Standard Investment Authorization

Investment Authorization Forms

•	Real Estate Investment Authorization / Property Management Agreement
•	Promissory Note Investment Authorization / Loan Servicing Agreement
•	Private Offering Investment Authorization
•	Standard Investment Authorization
•	Tax Lien Investment Authorization
•	Periodic Investment Instructions
•	Sell Authorization

Miscellaneous Forms

•	Promissory Note Changes
•	Property Management Agreement
•	Loan Servicing Agreement
•	Wire and ACH Instructions
•	Account Transfer
•	Beneficiary Election
•	Credit Card Authorization
•	Deposit Coupon
•	Fee Schedule for Individual Retirement Accounts (Roth, SEP, SIMPLE, Beneficiary, Traditional)
•	Fee Schedule for Qualified Business Retirement Plan and Custodial Accounts
•	Interested Party Designation
•	IRA Distribution Authorization
•	IRA Rollover Certification
•	Roth IRA Rollover/Conversion Certification
•	Telephone Transaction Authorization
•	USA Patriot Act
•	5305-SEP

TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services and custody accounts.
Access the largest diversification options for your investments with our retirement planning services.
©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or
their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.