Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done!
Additionally, Forms can be mailed to any of our locations, emailed to Documents@questtrust.com or faxed to (281) 646-9701.
Forms and Requests Received Will be Processed in 24-48 hours of Quest Receiving the Form.
In order to download a copy of your completed Adobe Sign form you will need to establish a free Adobe Sign account. You may also contact our helpful representatives and request the form via secured email.Starter Kits- Open an Account
- Account Application Traditional, Roth, SEP, SIMPLE, HSA (AdobeSign E-Signature)
- Account Application ESA (AdobeSign E-Signature)
Have Questions? Contact an IRA Specialist.
A “Rollover Form” is needed to properly document and accept funds when an IRA holder is moving from a qualified plan (i.e. 401(k), 403(b), 457 etc.) into an IRA. Rollovers are initiated by the account holder. When initiating a rollover, the client will need to contact their qualified plan administrator for further direction.
A “Transfer Form” is needed when a client needs to transfer from their current custodians IRA into a like IRA account at Quest Trust Company, Inc. (i.e. Traditional IRA to Traditional IRA). Transfers are initiated by the receiving custodian, therefore if you are transferring to Quest, we assist with initiating the movement of funds, and when transferring out of Quest Trust Company, you would work with the custodian that will receive the IRA funds.
NOTE: Your current custodian might require a medallion stamp guarantee and/or the original Transfer Form.
- Real Estate - Purchase Packet | Adobe Sign
- Real Estate - Purchase Packet (View | Print PDF)
- Promissory Note - Purchase Packet | AdobeSign
- Promissory Note - Purchase Packet (View | Print PDF)
- Private Entities - Purchase Packet | AdobeSign
- Private Entities - Purchase Packet (View | Print PDF)
- Private Entities Asset Conversion Form | AdobeSign
- Note Asset Conversion Form | AdobeSign
- Real Estate Asset Conversion Form | AdobeSign
- General Investments Direction of Investment Form | AdobeSign
Please complete this form when opening a Beneficiary IRA, to make your Beneficiary IRA selections and indicate how you wish to move forward with the account.
This form is used to verify the request to change a client’s account holder information, such as: address change, new e-mail address, etc. The form requires the old information that Quest Trust Company has on file, as well as the new information to update the client’s account. Once the form is completed, signed and returned, the New Accounts Department will be able to update the new information in our databases. After the client information has been changed, you will be notified of the update.
This form allows another individual to have some access to your account information at Quest Trust Company. The interested party would be able to call and get an account balance and other basic information, however they are unable to make any changes to your account, sign a direction of investment, direction to sell, payment authorization letter, or any other administrative forms. Finally, the interested party is never permitted to authorize a distribution from the account or to change the beneficiaries listed on the account. The form must be completed and signed by the account holder, and once sent to the New Accounts Department, the information will be updated in the client’s account.
This form names an individual as the agent and attorney-in-fact for the account. The completion of this form allows for the specified individual to have access to account information, sign a direction of investment, direction to sell, a payment authorization letter and any other administrative forms. However, like the interested party, the individual will not be able to authorize a distribution or change the beneficiaries listed on the account.
The Fair Market Valuation of your self‐directed account assets must be provided to Quest Trust Company, Inc. annually and/or at the time of a distribution of an asset in‐kind or upon a Roth conversion or upon the death of the account holder. To accurately provide these reports, please complete this form and return it to Quest Trust Company, Inc. no later than January 15, 2018.
This form is used to complete a Roth conversion, a movement of funds from a tax deferred IRA to a tax free account, and to take a distribution from the account. Complete any account holder information, as well as the reason for the distribution.
This form is to redesign contributions that may have been made to the incorrect account.