Call Sterling Trust at 1-800-955-3434

Current Clients

Attention Former Sterling Clients moved to Equity Trust – Click here for Important Information

Online Forms

IMPORTANT: New Physical Address for Sterling Trust
To further enhance overall service, Sterling Trust has combined its two locations in Waco, Texas. For all physical deliveries and overnight mail, please send to: 1101 Wooded Acres, Suite 120, Waco, Texas 76710.

Individual Retirement Account

Open Account

Application(Traditional/Roth/SEP)

Transfer Request Form

SIMPLE Application - For SIMPLE Employees

SIMPLE Application - For SIMPLE Employers

Summary of Roles and Responsibilities

IRS Form 5305-SEP

Simplified Employee Pension Requirements

Summary Description for non-Designated Financial Institution (Non-DFI) - For SIMPLE Employees

Power of Attorney Information Form

Buy/Sell Investment

Precious Metals Direction of Investment Form

Precious Metals IRA How to Get Started

Private Debt DOI

Private Debt Frequently Asked Questions

Real Estate DOI

Real Estate Investments Frequently Asked Questions

Private Equity DOI

Private Equity Frequently Asked Questions

Perth Mint Asset Strategies DOI

Perth Mint Euro Pacific DOI

Publicly-Offered Direction of Investment Form

Debt Financing Payment Authorization

Closing Instructions for Real Estate

General Sale DOI

Private Equity Sale DOI

Private Debt Sale DOI

Real Estate Sale DOI

Contribute/Deposit Funds

ACH Contribution Election Form

ACh Direct Deposit Election Form

Funding/Delivery Instructions

Distribute Funds/Pay Bills

Distribution Request Form

Expense Payment Authorization Bill Pay Form

Update Account Info

Account Maintenance Form

Change of Beneficiary Form

Fair Market Valuation Form

Notification of Divorce and Transfer Instructions

Uncollectible Note Form

Note Modification Form

Optional Authorization Change

Credit Card Update Form

Other/Misc

Roth Conversion Form

Transfer Request Form

Recharacterization Form

Personal Information Privacy Protection Policy

Patriot Act Disclosure

Qualified Plans

Open Account

Custodial Agreement

Defined Benefit

Contribute/Deposit Funds

Employee Contribution Election

ACH Contribution Instruction Form

Funding Delivery Form

Distribute Funds/Pay Bills

Participant Distribution Package Instructions

Expense Payment Authorization Bill Pay Form

Update Account Info

Beneficiary Designation Change Form

Interested Party Designation Form

Financial Representative Designation and Broker Dealer Identification Form

Other/Misc

Retirement Plan Transfer Letter (Transfer In)

In-Service/Hardship Withdrawal Request

Online Access Instructions

Administrative Services Acknowledgement and Acceptance Agreement

Custodial Client Acknowledgement and Acceptance Statement

Pension Loan Application

Broker Dealer

Other/Misc

Request for Sterling e-Statement service for broker dealers

Online Access for Broker Dealers

Request for Sterling e-Statement Service for Representatives

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