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
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| Traditional IRA Trustee Application | 11/20/2023 | |||
| Roth IRA Trustee 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 (ESA) Trustee Blank Forms | Revision Date |
| ESA Trustee Application | 11/20/2023 |
| Health Savings Account (HSA) Trustee Blank Forms | Revision Date |
| HSA Trustee Application | 01/03/2025 |
| HSA Mistaken Distribution | 05/17/2024 |
| HSA Transfer Request | 07/31/2024 |
| Any Account Type Trustee Blank Forms | Revision Date |
| Beneficiary Designation | 11/08/2024 |
| Form W-4R, Federal Income Tax Withholding Certificate for Nonperiodic IRA Distributions | 12/20/2024 |