Open a Custodial Account

Step 1:  Click below to open a custodial account. 

Custodial Account Agreement (Non-Qualified)

Step 2:  Complete the information and print the entire PDF file. 

Step 3:  Sign and date in the appropriate spaces and mail the completed forms to:

                                                                                       

By U.S. Mail:	By physical delivery:
Sterling Trust	Sterling Trust
Attn:  QP New Accounts	Attn:  QP New Accounts
PO Box 2526	7901 Fish Pond Road
Waco, TX  76702	Waco, TX  76710

Need Help?

To request a plan proposal or obtain help  with a new or conversion plan, contact our Sales Group at 800.955.3434, ext. 5077, or email: STCServices@SterlingTrustCompany.com.

Our business hours are 8:00 am - 5:00 pm Central Time, Monday-Friday.  

Any information you send to us by e-mail is not transmitted through a secure connection. Please do not include any personal information you would not want to make public.

Forms are available in PDF format, which require Adobe® Reader®. You may download from Adobe's website by visiting Adobe.com.