Miscellaneous Account Forms

For your convenience, we offer a variety of down-loadable forms, listed below. Forms may be printed and returned to our office for processing (by fax at 270-226-1001 or by mail at The Kingdom Trust Company, P.O. Box 870, Murray, KY 42071). Please note that a transfer form may require an original signature; please contact your current custodian regarding their requirements for such forms. If you have any questions about what is required for your account, please contact our Customer Service department at 888-753-6972.

• Address Change Request
• Automatic Monthly Contribution Election Form
• Authorization Form
• Beneficiary Form
• Conversion Form
• Credit Card Authorization
• IRA Distribution Request
• Instructions to Deposit Funds
• Notice of Divorce
• Recharacterization Notice
• IRA to IRA Transfer Documentation
• Processing Check List for General Investments
• Processing Check List for Promissory Notes
• Processing Check List for Private Equity
• Processing Check List for Real Estate
• Processing Check List for Precious Metals