Forms
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
Fund an Account
Make or Manage an Investment
Manage an Account
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Automatic Debit Authorization |
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Change of Contact Information In your client portal, click on “My Profile” in the top right-hand corner, and edit. |
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Changes of Beneficiary In your client portal, click on “Account Details,” then edit the Related Parties. |
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Custodial Account Distribution Form |
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Distribution From IRA/HSA |
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Fair Market Value Update |
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Fair Market Value LLC Worksheet |
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Interested Party |
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Interested Party Company |
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Limited Power of Attorney |
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Payment Authorization |
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Rules and Regulations Guide |
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Roth Conversion |