Current Clients

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
Transfer Request Form
Fee Schedule
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
Futures DOI
Precious Metals IRA How to Get Started
Private Debt DOI
Private Debt Frequently Asked Questions
Real Estate DOI
Real Estate Investments Frequently Asked Questions
General DOI
Private Equity DOI
Private Equity Frequently Asked Questions
Perth Mint Asset Strategies DOI
Perth Mint Euro Pacific DOI
Perth Mint 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
Signature DOI
Contribute/Deposit Funds
ACH Contribution Election Form
ACh Direct Deposit Election Form
Deposit Coupon
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
Update PIN number or security question for account
Credit Card Update Form
Fee Schedule
Roth Conversion Form
Transfer Request Form
Recharacterization Form
Personal Information Privacy Protection Policy
Patriot Act Disclosure
Broker Dealer
Request for Sterling e-Statement service for broker dealers
Online Access for Broker Dealers
Request for Sterling e-Statement Service for Representatives
Qualified Plans
Open Account
Custodial Agreement
Solo 401(k)
Profit Sharing
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
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

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