Tuesday, July 25, 2017
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SMA Forms

Structured Asset Forms

To download and print a form, click the PDF icon ( pdf logo ). To sign and submit a form electronically, click the Adobe Sign icon ( adobe logo ).

Structured Assets

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
New Account Kit - Traditional Account Application, Transfer / Direct Rollover Request and Investment Direction Form pdf Icon n/a
New Account Kit - Roth Roth Account Application, Roth Transfer Request and Account Representative Form pdf Icon n/a
PURCHASE OR LIQUIDATE ASSETS
Investment Direction Invest in a structured asset. pdf Icon n/a

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.