Manage Account
Expense Payment Request
Additional Investment/Capital Request
Investment Income Deposit
New Contribution Form
Authorization to Take Action/Sale of Asset
Payoff Request — Promissory Note, Deed of Trust, Mortgage Note
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 – 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)