Forms and Requests Received Will be Processed in 24-48 hours of Quest Receiving the Form.
Submit Your Starter Kit: newaccounts@questira.com or by fax to any office.
NOTE: You must still mail the originals to any office.
[PDF] DOWNLOAD TRADITIONAL IRA STARTER KIT
[PDF] DOWNLOAD (5305) CUSTODIAL AGREEMENT
This Kit Contains:
- Application checklist
- Fee Schedule
- Adoption Agreement
- Rollover/Direct Rollover Form
- Transfer Form
- Interested Party Designation Form
- Limited Power of Attorney Form
- Credit Card Authorization Form
- Custodial account agreement (5305) for your records