Manage Account

1. Additional Investment/Capital Request

Additional Investment/Capital Request

2. Beneficiary Designation Update

Beneficiary Designation Update

3. Coverdell Reimbursement/Expense Payment Request

Coverdell Reimbursement/Expense Payment Request

4. Credit Card Authorization Form

Credit Card Authorization Form

5. Custodial Solo 401k Participant Loan Repayment

Custodial Solo 401k Participant Loan Repayment

6. Distribution Request – Asset(s) and Cash

Distribution Request – Asset(s) and Cash

7. Distribution Request – Cash Only

Distribution Request – Cash Only

8. Expense Payment Request

Expense Payment Request

9. HSA Reimbursement

HSA Reimbursement

10. In-Plan Roth Conversion Request

In-Plan Roth Conversion Request

11. Interested Party Authorization

Interested Party Authorization

12. Investment Income Deposit

Investment Income Deposit

13. Limited Power of Attorney

Limited Power of Attorney

14. New Contribution Form

New Contribution Form

15. Note Payoff Request

Note Payoff Request

16. Property Management Agreement

Property Management Agreement

17. Roth IRA Conversion

Roth IRA Conversion

18. Sale of Asset Form

Sale of Asset Form

20. Solo 401k Participant Loan Request

21. Transfer Request – To or From Gemini

Transfer Request – To or From Gemini

22. Update Account Information

Update Account Information

23. 990-T Expense Payment Request

990-T Expense Payment Request Form

Valuation Update

24. Annual Fair Market Valuation Update — Self Certification

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

26. Fair Market Valuation for Taxable Event (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)