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 IRA Custodial Application | 11/20/2023 | |||
| Roth IRA Custodial Application | 11/20/2023 | |||
| IRA Deposit Form | 01/03/2023 | |||
| IRA Deposit Eligibility Checklist | 02/28/2023 | |||
| Traditional/SEP/SIMPLE IRA Distribution Form | 12/20/2024 | |||
| Roth IRA Distribution Form | 12/20/2024 | |||
| Inherited Traditional IRA Distribution Form | 12/20/2024 | |||
| Inherited Roth IRA Distribution Form | 12/20/2024 | |||
| Traditional, SEP, or SIMPLE IRA Transfer Request | 09/30/2024 | |||
| Roth IRA Transfer Request |
09/30/2024 |
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| Roth IRA Direct Conversion Request |
09/30/2024 |
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| IRA Direct Rollover Request |
09/30/2024 |
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| RMD Election (Traditional, SEP, or SIMPLE IRA) |
12/20/2024 |
| Coverdell Education Savings Account (SA) Custodian Blank Forms | Revision Date |
| ESA Custodial Application | 11/20/2023 |
| Health Savings Account (HSA) Custodian Blank Forms | Revision Date |
| HSA Custodial Application | 01/03/2025 |
| HSA Mistaken Distribution | 05/17/2024 |
| HSA Transfer Request | 07/31/2024 |
| Any Account Type Custodian Blank Forms | Revision Date |
| Beneficiary Designation | 11/08/2024 |
| W-4R, Federal Income Tax Withholding Certificate for Nonperiodic IRA Distributions | 12/20/2024 |