Forms

IRA Forms

2026 Required Minimum Distribution Form

Traditional IRA Simplifier

Traditional IRA Transfer Request

Traditional IRA Withdrawal Authorization Form

Roth IRA Simplifier

Roth IRA Transfer Request

Roth IRA Withdrawal Authorization

Roth IRA Direct Conversion Request

IRA Beneficiary Designation

IRA Direct Rollover Request

IRA Charitable Distribution Request

Rollover Contribution Form

Coverdell ESA Withdrawal Authorization

Coverdell ESA Transfer Request

Coverdell ESA Simplifier

Alternative Asset Investment Direction Form

Investment Direction Form

Helpful Forms

AITC New Broker Information Form

Account Access Authorization (Fillable) Broker

WebLink 4.0 Client Login Guide

W9 March 2024 Form

W8BENE Rev 2021

Contact Update Form (Fillable) 2024

Payment Application

Internet Access Agreement

Assignment Separate from Security Bond Power

Application and Affidavit Combined Obligee

Affidavit of Domicile

ACH Electronic Transfer

Custodial Account Distribution Form

Connect with AITC

Partner with AITC for expert administration of retirement plans, custody accounts, and corporate trust and agency services.