Get Equity Trust Evantage

The Equity Trust Evantage form is crucial for initiating an Individual Retirement Account investment. This guide provides a clear, step-by-step overview for users to effectively complete this online form, ensuring a smooth investment process.

Follow the steps to complete the Equity Trust Evantage online form.

1. Click the ‘Get Form’ button to access the Equity Trust Evantage and open it in your preferred editor.
2. Begin by filling out the Account Holder Information section. This includes your full name, account number, email address, and primary daytime phone number.
3. Select your processing preference. Choose either ‘Expedited processing service’ or ‘Normal processing service’ based on your urgency.
4. Provide the investment information. Indicate whether this is a New Purchase or Additional Purchase. Specify the investment name, percentage of the asset owned by the IRA, and the type of investment.
5. In the Investment Funding Information section, specify the amount required for investment and choose your preferred method for sending funds, whether by wire or check.
6. Determine how you prefer to pay for any service-related fees associated with this transaction, selecting from options like 'Deduct Fees from Account' or 'Check Enclosed.'
7. Complete the Document Titling Instructions to ensure that your investment is properly titled according to the requirements outlined.
8. Indicate whether there are documents requiring signatures. List the titles or names of any documents that need signing by Equity Trust.
9. Choose your delivery instructions for how you would like documents sent. You can choose fax, email, or mail.
10. Review your information for accuracy. Once satisfied, proceed to sign and date the form at the end to indicate your agreement and understanding.
11. After completing the form, you can save any changes, download, print, or share the finished document as required.

Complete the Equity Trust Evantage form online today to get started on your investment journey.