Manage Account

Expense Payment Request

Additional Investment/Capital Request

Investment Income Deposit

New Contribution Form

Sale of Asset/Note Payoff Request

Update Account Information

Limited Power of Attorney

Roth IRA Conversion

Property Management Agreement

Distribution Request – Asset(s) and Cash

Distribution Request – Cash Only

HSA Reimbursement

Coverdell Reimbursement/Expense Payment Request

Interested Party Authorization

Beneficiary Designation Update

Spousal Consent Form (Beneficiary)

Credit Card Authorization Form

Direction of Investment – IRA/LLC

Direction of Investment – Trustee Managed Checking Account

In-Plan Roth Conversion Request

Transfer Request – To or From Gemini

Valuation Update

Annual Fair Market Valuation Update — Self Certification

Annual Fair Market Valuation Update — IRA/LLC or 401(k)/LLC Self-Certification

Fair Market Valuation for Taxable Event (RMD, Roth Conversion, In-Kind Distribution)