Here, you will find all forms necessary for every stage in the investment process. With these forms, you can open, fund, and manage an account as well as upload documents.

Do you prefer to do things online? You’re in luck! You can apply for a Equity Trust account online! Click the “Apply Online” link in the “Open an Account” section below.

If you can’t find the form you’re looking for, please contact us! Chat with us in the chat box, or call us at (239) 333-1032.

Open an Account

Open an Account
Fee Schedule  
Open an ESA  
Open a 401(k) Account Call Us for Information  


Fund an Account


Transfer Cash to Equity Trust

Rollover Funds

Automatic Debit Authorization

Deposit Coupon (One Time)

Deposit Coupon (Recurring)

Equity Trust Rollover Instructions

Transfer Non-Cash Assets to Equity Trust

Make or Manage an Investment


Asset Exchange Authorization

Closely-Held LLC

LLC/LP Acknowledgement Letter

Precious Metals

Private Placement

Real Estate Purchase

Real Estate Sale

Sale Satisfaction / Authorization

Secured Loan

Trading Account Purchase

Trading Account Withdrawal

Unsecured Loan

Manage an Account


Automatic Debit Authorization

Change of Contact Information

In your client portal, click on “My Profile” in the top right-hand corner, and edit.

Changes of Beneficiary

In your client portal, click on “Account Details,” then edit the Related Parties.

Custodial Account Distribution Form

Distribution From 401(k)

Distribution From IRA/HSA

Fair Market Value Update

Fair Market Value LLC Worksheet

Interested Party

Interested Party Company

Limited Power of Attorney

Payment Authorization

Prohibited Transactions Guide

Roth Conversion