Use these blank forms, as applicable, if your fiduciary type is "Custodian".
We are continuing to update our blank forms library. These are the current blank forms available if your financial organization's fiduciary type is "Custodian".
| Individual Retirement Account (IRA) Custodian Blank Forms | Revision Date | |||
| Traditional/SEP IRA Custodial Application | 02/24/2025 | |||
| Roth IRA Custodial Application | 02/24/2025 | |||
| SIMPLE IRA Custodial Application | 02/24/2025 | |||
| IRA Deposit Form | 02/28/2025 | |||
| IRA Deposit Eligibility Checklist | 02/27/2025 | |||
| Traditional/SEP/SIMPLE IRA Distribution Form | 02/28/2025 | |||
| Roth IRA Distribution Form | 02/28/2025 | |||
| Inherited Traditional IRA Distribution Form | 02/28/2025 | |||
| Inherited Roth IRA Distribution Form | 02/28/2025 | |||
| Traditional, SEP, or SIMPLE IRA Transfer Request | 02/27/2025 | |||
| Roth IRA Transfer Request |
02/27/2025 |
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| Roth IRA Direct Conversion Request |
02/27/2025 |
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| IRA Direct Rollover Request |
02/27/2025 |
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| RMD Election (Traditional, SEP, or SIMPLE IRA) |
02/27/2025 |
| Coverdell Education Savings Account (SA) Custodian Blank Forms | Revision Date |
| ESA Custodial Application | 02/24/2025 |
| ESA Deposit Form | 02/28/2025 |
| ESA Distribution Form | 02/28/2025 |
| Health Savings Account (HSA) Custodian Blank Forms | Revision Date |
| HSA Custodial Application | 02/24/2025 |
| HSA Distribution Form | 02/28/2025 |
| HSA Mistaken Distribution | 02/27/2025 |
| HSA Transfer Request | 02/28/2025 |
| Any Account Type Custodian Blank Forms | Revision Date |
| Beneficiary Designation | 02/28/2025 |
| W-4R, Federal Income Tax Withholding Certificate for Nonperiodic IRA Distributions | 12/20/2024 |