Midas Forms Library

Application Forms
Individual, Joint or UGMA/UTMA Application
Corporate, Trust or Other Entities Application
IRA Traditional | SEP Application
SIMPLE IRA Application
Roth IRA Application

Traditional IRA | SEP IRA Forms
Traditional IRA | SEP Transfer Form
Traditional IRA | SEP Distribution Form
Traditional IRA | SEP Change of Beneficiary Form
Traditional IRA | SEP Direct Rollover Form

SIMPLE IRA Forms
SIMPLE IRA Transfer Form

SIMPLE IRA Distribution Form
SIMPLE IRA Change of Beneficiary Form
SIMPLE IRA Direct Rollover Form

Roth IRA Forms
Roth IRA Transfer Form

Roth IRA Distribution Form
Roth IRA Change of Beneficiary Form
Roth IRA Direct Rollover Form

403(b) Forms
403(b) Transfer Form
403(b) Change of Beneficiary Form
403(b) Application
403(b) Distribution Form

 

THE MIDAS TOUCH Systematic Investment and Other Forms
Systematic Purchase/Withdrawal Form

Systematic Salary Investing Plan
Direct Deposit Government Form

Education Savings Account (ESA) Forms
Coverdell ESA Application
Coverdell ESA Distribution Form
Coverdell ESA Change of Beneficiary Form
Coverdell ESA Transfer Form

Health Savings Account (HSA) Forms
HSA Application
HSA Distribution Form
HSA Change of Beneficiary Form

HSA Transfer Form

Account Agreements & Disclosure
Traditional IRA | SEP IRA
SIMPLE IRA
Roth IRA
Coverdell ESA
HSA

Account Transfer and Trust Forms
Gift Transfer Form
Beneficiary Designation for Transfer on Death Form
Trust Certification Form

IMPORTANT: In compliance with the USA PATRIOT Act, Federal Law requires all financial institutions (including mutual funds) to obtain, verify, and record information that identifies each person who opens an account.

WHAT THIS MEANS FOR YOU: When you open an account, you must provide your name, address, date of birth, and other information that will allow us to identify you. We may also ask for additional identifying documents. The information is required for all owners, co-owners, or anyone authorized to sign or transact on behalf of a legal entity that will own the account. We will return your application if this information is missing. If we are unable to verify this information, your account may be closed and you will be subject to all applicable costs.