--- title: Trustee Blank Forms description: Use these blank forms, as applicable, if your fiduciary type is "Trustee". --- [Skip to content](https://help.superiorira.com/info/trustee-blank-forms#main-content) [![Superior Logo\_Navy Background-1](https://help.superiorira.com/hs-fs/hubfs/Superior%20Logo_Navy%20Background-1.png?width=250&height=66&name=Superior%20Logo_Navy%20Background-1.png)](https://superiorira.com/) - [Help Center](https://help.superiorira.com/info) Open main navigation Close main navigation - [Help Center](https://help.superiorira.com/info) - [Return to Superior platform](https://app.superiorira.com/) [Return to Superior platform](https://app.superiorira.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.superiorira.com/info?hsLang=en) 2. [Blank Forms/Notifications](https://help.superiorira.com/info/blank-forms-notifications?hsLang=en) 3. [Blank Forms](https://help.superiorira.com/info/blank-forms-notifications?hsLang=en#blank-forms) # Trustee Blank Forms ## Use these blank forms, as applicable, if your fiduciary type is "Trustee". We are continuing to update our blank forms library. These are the current blank forms available if your financial organization's fiduciary type is "Trustee". | **Individual Retirement Account (IRA) Trustee Blank Forms** | **Revision Date** | | | | | --- | --- | --- | --- | --- | | [Traditional/SEP IRA Trustee Application](https://help.superiorira.com/hubfs/Trust%20Traditional-SEP%20IRA%20Application%20-%20Fillable%20(4.30.25).pdf?hsLang=en) | 05/13/2025 | | | | | [Roth IRA Trustee Application](https://help.superiorira.com/hubfs/Trust%20Roth%20IRA%20Application%20-%20Fillable%20(4.30.25).pdf?hsLang=en) | 05/13/2025 | | | | | [SIMPLE IRA Trustee Application](https://help.superiorira.com/hubfs/Trust%20SIMPLE%20IRA%20Application%20-%20Fillable%20(4.30.25).pdf?hsLang=en) | 05/13/2025 | | | | | [IRA Deposit Form](https://help.superiorira.com/hubfs/IRA%20Deposit%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 02/28/2025 | | | | | [IRA Deposit Eligibility Checklist](https://help.superiorira.com/hubfs/IRA%20Deposit%20Eligibility%20Checklist%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | | | | [Traditional/SEP/SIMPLE IRA Distribution Form](https://help.superiorira.com/hubfs/Trad%20Distribution%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 01/02/2026 | | | | | [Roth IRA Distribution Form](https://help.superiorira.com/hubfs/Roth%20Distribution%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 01/02/2026 | | | | | [Inherited Traditional IRA Distribution Form](https://help.superiorira.com/hubfs/Inherited%20Trad%20Distribution%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 01/02/2026 | | | | | [Inherited Roth IRA Distribution Form](https://help.superiorira.com/hubfs/Inherited%20Roth%20Distribution%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 01/02/2026 | | | | | [Traditional, SEP, or SIMPLE IRA Transfer Request](https://help.superiorira.com/hubfs/Traditional%20Transfer%20Request%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | | | | [Roth IRA Transfer Request](https://help.superiorira.com/hubfs/Roth%20Transfer%20Request%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | | | | [Roth IRA Direct Conversion Request](https://help.superiorira.com/hubfs/Roth%20Direct%20Conversion%20Request%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | | | | [IRA Direct Rollover Request](https://help.superiorira.com/hubfs/Direct%20Rollover%20Request%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | | | | [RMD Election (Traditional, SEP, or SIMPLE IRA)](https://help.superiorira.com/hubfs/2026%20RMD%20Election%201.2.26.pdf?hsLang=en) | 01/02/2026 | | | | | [IRA Beneficiary Distribution Election](https://help.superiorira.com/hubfs/Blank%20Beneficiary%20Distribution%20Election%20-%20Fillable%202.6.26.pdf?hsLang=en) *(**For Silver solutions only.** Superior processes beneficiary claims on behalf of Black & Green solutions)* | 02/06/2026 | | | |   | **Coverdell Education Savings Account (ESA) Trustee Blank Forms** | **Revision Date** | | --- | --- | | [ESA Trustee Application](https://help.superiorira.com/hubfs/Trust%20Coverdell%20ESA%20Application%20-%20Fillable%20(2.24.25).pdf?hsLang=en) | 02/24/2025 | | [ESA Deposit Form](https://help.superiorira.com/hubfs/Coverdell%20ESA%20Deposit%20Trustee%20-%20Fillable%201.2.26.pdf?hsLang=en) | 02/28/2025 | | [ESA Distribution Form](https://help.superiorira.com/hubfs/Coverdell%20ESA%20Distribution%20Trustee%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/28/2025 |   | **Health Savings Account (HSA) Trustee Blank Forms** | **Revision Date** | | --- | --- | | [HSA Trustee Application](https://help.superiorira.com/hubfs/Trust%20HSA%20Application%20-%20Fillable%201.2.26.pdf?hsLang=en) | 02/24/2025 | | [HSA Deposit Form](https://help.superiorira.com/hubfs/HSA%20Deposit%20Trustee%20-%20Fillable%201.02.26-1.pdf?hsLang=en) | 01/02/2026 | | [HSA Distribution Form](https://help.superiorira.com/hubfs/HSA%20Distribution%20Trustee%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/28/2025 | | [HSA Mistaken Distribution](https://help.superiorira.com/hubfs/HSA%20Mistaken%20Distribution%20Form%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/27/2025 | | [HSA Transfer Request](https://help.superiorira.com/hubfs/HSA%20Transfer%20Request%20Trustee%20-%20Fillable%202.27.25.pdf?hsLang=en) | 02/28/2025 | | [HSA Beneficiary Distribution Election](https://help.superiorira.com/hubfs/Blank%20HSA%20Beneficiary%20Distribution%20Election%20-%20Fillable%202.6.26.pdf?hsLang=en) *(**For Silver solutions only.** Superior processes beneficiary claims on behalf of Black & Green solutions)* | 02/06/2026 |     | **Any Account Type Trustee Blank Forms** | **Revision Date** | | --- | --- | | [Beneficiary Designation](https://help.superiorira.com/hubfs/Beneficiary%20Designation%20Trustee%20-%20Fillable%202.25.25-1.pdf?hsLang=en) | 02/28/2025 | | [Form W-4R, *Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions*](https://help.superiorira.com/hubfs/2026%20W-4R.pdf?hsLang=en) | 01/02/2026 |   - 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