Adoption Agreements/Starter Kits
This section holds the various applications used to open an account with Quest Trust Company. The four pages of the Adoption Agreement, the general fee schedule, the $100 account opening fee and a copy of a valid, government issued I.D. is required to completely open a new account. If assistance is needed, one of our IRA specialists or a member of the New Accounts Department would be more than happy to walk you through the paperwork required to open your account and answer any questions. Please refer to the “contact us” drop down to find the contact information of the staff.
Forms and Requests Received Will be Processed in 24-48 hours of Quest Receiving the Form.
To download a form on a PC right-click and save link as or save target as. On a MAC control/clickand save to your computer.
- Starter Kit Traditional or SEP IRA
- Starter Kit Roth IRA
- Starter Kit Simple IRA
- Starter Kit HSA
- Starter Kit Coverdell ESA
Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to NewAccounts@QuestTrust.com.
NOTE: You must still mail the originals to any office.