Forms to Manage Your Account
Let Equity Trust Do All The Work! We Complete Our Investment Forms For You…For FREE!
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 complete our investment forms for you, 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, complete them and send them to you. All you have to do is sign the form and return it to Equity Trust.
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? |
| Buy Asset (or Loan Money): |
| Commodity/Futures |
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| Foreign Currency |
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| Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases, Joint Ventures |
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| Invest in Mutual Funds |
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| Invest in Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans |
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| Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| Instruct Equity Trust to Sign Forms on Your Behalf |
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| Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| HSA Buy Asset (or Loan Money): |
| HSA – Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| HSA - Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Lease, Joint Ventures |
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| HSA – Invest in Promissory Note, Mortgage, Deed of Trust, or other types of Loans |
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| HSA – Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| HSA – Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Sell Asset (or Loan Money): |
| Full or partial sale of LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
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| Full or partial sale of Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Leases, Joint Ventures, Foreign Currency |
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| Full or partial Satisfaction of Promissory Notes, Mortgages, Deeds of Trust, or other types of Loans |
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| Full or partial sale of Real Property |
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| Full or partial sale of Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Contribute/Deposit Funds: |
| Contribute or Rollover Funds to Your Account |
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| Make Automatic Contributions from Checking or Savings Accounts |
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| Investment Payment Coupons |
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| Distribute Funds/Pay Bills: |
| Receive Distribution from Your Account |
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| Pay Investment-Related Bills—One Time |
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| Pay Investment-Related Bills--Recurring |
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| Update My Account Information: |
| Update Name, Contact Information, Social Security Number, Interested Parties |
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| Update PIN number or security question for account |
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| Change Beneficiary for Account |
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| Assign or Change Fair Market Value for Investment |
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| Remove a Promissory Note that is Uncollectible |
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| HSA Buy Asset (or Loan Money): |
| HSA – Invest in LLCs, LPs, C-Corporations, Land Trusts, or Private Stock |
|
| HSA - Invest in Land Contracts, Mobile Homes, Lease Options, Oil & Gas Ventures, Annuities, Equipment Lease, Joint Ventures |
|
| HSA – Invest in Promissory Note, Mortgage, Deed of Trust, or other types of Loans |
|
| HSA – Invest in Real Property, Subject To’s, Wholesaling, Short Sales, Pre-Foreclosures |
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| HSA – Invest in Tax Lien Certificates, Tax Deeds, Auction or Sheriff Sales |
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| Other/Misc: |
| Establish Brokerage Account and Brokerage Fee Schedule |
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| Trade Options with Your Brokerage Account |
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| Special Service Fees |
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| Wiring Instructions |
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| Roth Conversion Form |
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| Recharacterize Your Roth IRA |
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| Transfer Existing Account to Equity Trust Company |
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| Guardian Worksheet |
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