Trust Administration Services

	OPEN AN ACCOUNT

Mailing Address
P.O. Box 85410
San Diego, CA 92186-5410

Street Address
5950 La Place Court
Suite 160
Carlsbad, CA 92008

Tel: 800-455-9472 or
760-602-3180
Fax: 760-603-0887
Email: retire@trustlynk.com

WIRE INSTRUCTIONS

OPEN A NEW ACCOUNT WITH TRUST
Your Leader in Self-Directed IRA Retirement Accounts

We’ve made it easy for you to open an account with us.

Take a moment to follow the prompts and complete the fields. When you’ve completed the form, click on DOWNLOAD FORM, and a PDF will upload to your hard-drive with the appropriate fields automatically completed.

Trust Administration Services wants to assure you that we are not collecting your personal information for any reason other than to populate new account forms to aid the account opening process. When completing the fields on this form, the only function that is occurring is the “pre-population” of the information onto a downloadable PDF. Rest assured that none of the information you enter is saved. You can review our complete Privacy Policy by clicking here.

HERE’S WHAT YOU NEED TO DO
To complete your new account transaction, sign all applicable forms and mail with the following:

A COPY of your valid driver’s license, state-issued photo ID or current passport.

INCLUDE all pages from your printout (original signature required).

ESTABLISHMENT FEE of $50.00: may be paid by check or credit card.

MAIL to:

TRUST ADMINISTRATION SERVICES
Attention: New Accounts
P.O. Box 85410
San Diego, CA 92186-5410.

The latest Adobe Reader is required.

STEP ONE What type of account do you want to open?

STEP TWO Complete the account owner information. (*required fields)

First Name*

M.I.

Last Name*


Birthdate* (mm/dd/yyyy) / /		SS#/TIN* - -


Street Address* (P.O. Box not accepted, APO/FPO address is accepted)	City*	State*	Zip*
			-


Mailing Address (if different than street address)	City	State	Zip
			-


Daytime Phone* - -		Evening Phone - -		Mobile - -


Fax - -		Email Address


Your Occupation*

SPECIAL INSTRUCTIONS
For your convenience, these interactive forms will download to your computer for you to complete. Please be aware that all highlighted fields may not pertain to your IRA transaction. Fill out the electronic form, print and sign it, and mail to: P.O. Box 85410, San Diego, CA 92186-5410.

(Auto-filled forms cannot be saved to your hard drive.)

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.