Manage Account

Expense Payment Request

Expense Payment Request

Additional Investment/Capital Request

Additional Investment/Capital Request

Investment Income Deposit

Investment Income Deposit

New Contribution Form

New Contribution Form

Sale of Asset/Note Payoff Request

Sale of Asset/Note Payoff Request

Update Account Information

Update Account Information

Limited Power of Attorney

Limited Power of Attorney

Roth IRA Conversion

Roth IRA Conversion

Property Management Agreement

Property Management Agreement

Distribution Request – Asset(s) and Cash

Distribution Request – Asset(s) and Cash

Distribution Request – Cash Only

Distribution Request – Cash Only

HSA Reimbursement

HSA Reimbursement

Coverdell Reimbursement/Expense Payment Request

Coverdell Reimbursement/Expense Payment Request

Interested Party Authorization

Interested Party Authorization

Beneficiary Designation Update

Beneficiary Designation Update

Spousal Consent Form (Beneficiary)

Spousal Consent Form (Beneficiary)

Credit Card Authorization Form

Credit Card Authorization Form

Direction of Investment – IRA/LLC

Direction of Investment – IRA/LLC

Direction of Investment – Trustee Managed Checking Account

Direction of Investment – Trustee Managed Checking Account

In-Plan Roth Conversion Request

In-Plan Roth Conversion Request

Transfer Request – To or From Gemini

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)

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)