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Forms to Manage Your Account

Let Equity Trust Assist You

Don’t worry about having to figure out what Equity Trust forms to use and how to fill them out, we’ll do it for you.

That’s right, Equity Trust will assist you with our investment form, based on your specific instructions. It’s easy. Call your First Class Service Team and tell them about your investment. They’ll select the correct Equity Trust forms and assist you in completing them.

Want to Fill Out Your Own Investment Form? It's Easy...

Forms to manage every aspect of your Equity Trust account are just a click away. Tell us which type of account you have and what you want to do, and we'll provide all the necessary forms.

PLEASE NOTE: Any and all expenses associated with your investment that require a bill pay to occur must be paid out of your IRA account.

  

Form Fill-In?
Buying an Asset or Loaning Money:
Commodity/Futures
Foreign Currency
Invest in LLCs, LPs, C-Corporations, Land Trusts, Private Stock, or Joint Ventures
Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases
Invest in Mutual Funds
Invest in Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans
Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures or Tax Deeds
Instruct Equity Trust to Sign Forms on Your Behalf
Invest in Tax Lien Certificates, Auction or Sheriff Sales
Invest in Tax Lien Certificates, Auction or Sheriff Sales
Earnest Money Request
Publicly Offered Buy DOI
Selling an Asset or Satisfying a Note:
Full or partial sale of LLCs, LPs, C-Corporations, Land Trusts, Private Stock, or Joint Ventures
Full or partial sale of a Traded Asset held within the IRA
Full or partial sale of Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases, Foreign Currency
Full or partial Satisfaction of Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans
Full or partial sale of Real Property
Full or partial sale of Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales
Publicly Offered Sale DOI
Contribute/Deposit Funds:
Contribute or Rollover Funds to Your Account
Make Automatic Contributions from Checking or Savings Accounts
Deposit Coupon
Distribute Funds/Pay Bills:
Receive Distribution from Your Account
Pay Investment-Related Bills—One Time
Pay Investment-Related Bills--Recurring
Update My Account Information:
Update Name and Contact Information
Update PIN
Update Credit Card Information Check
Change Beneficiary for Account
Assign or Change Fair Market Value for Investment
Remove a Promissory Note that is Uncollectible
Modify an existing Promissory Note
Interested Party Designation/Change Form
Other/Misc:
Establish Brokerage Account and Brokerage Fee Schedule
Trade Options with Your Brokerage Account
Special Service Fees
Wiring Instructions
Account Agreement
Matured Note Correspondence
Coverdell Education Savings Account
Simplified Employee Pension – Individual Retire Accounts Contribution Agreement
Health Savings IRA Account
Simple IRA Account
Traditional Roth and SEP IRA Account
Request to Prepare Form 990-T - Debt-Financed Real Estate
Request to Prepare Form 990-T - LLC/LP
Request to Prepare Form 990-T - Debt-Financed Real Estate and LLC/LP
Form 990-T Filing is Not Required - Debt-Financed Real Estate
Form 990-T Filing is Not Required - LLC/LP
Form 990-T Filing is Not Required - Debt-Financed Real Estate and LLC/LP
Other Designated Preparer - Debt-Financed Real Estate
Other Designated Preparer - LLC/LP
Other Designated Preparer - Debt-Financed Real Estate and LLC/LP
990-T Fee Schedule
Roth Conversion Form
Recharacterize Your Roth IRA
Transfer Existing Account to Equity Trust Company
Guardian Worksheet
Power of Attorney Information Form
User Information:
Clients Contribute
 
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