IRA Account

Click any of the documents below to begin downloading. For forms and applications related to specific types of accounts, please select from the menu options on the side of the page. 

If you have any questions when filling out the form or prefer to receive it via fax, please call us at: 800-858-8850 x6010.

Document
Form Number
IRA/ESA Application
RETAP
Direct Transfer/Rollover Form
RETTF
Disclosure Statement & Custodial Agreement
IRADS
IRA/ESA Supplemental Application
RETSP
Beneficiary Change/Designation Form
RETBE
IRA Distribution Form
IRADF
Mandatory Distribution Request Form
MDSTR
IRS 5305-EA
IRS 5305-EA
IRS 5305-SEP
IRS 5305-SEP
SunAmerica Trust Company Privacy Policy Notice
STCPN

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