General Investments in your Quest Trust Company IRA

Please use this guide when investing in through your IRA. Should you have any further questions please don’t hesitate to contact one of our experienced Transaction Managers at 1.855.FUN.IRAS (1.855.386.4727)

Forms Needed:

• • Click here to Open an Account

• • Direction of Investment Form
  • Payment Authorization Letter

• • Direction to Sell

• Verification of Payoff/ Disposition of Asset
  • Click here to download these forms

How to Pay for Expenses?

• Payment Authorization Letter
  • Click here to complete this form

Ready to Sell?

• • Direction to Sell

• Verification of Payoff/ Disposition of Asset

Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to Transactions@QuestTrust.com

DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.