Get Horizon Trust Company Action Form

Filling out the HORIZON TRUST COMPANY ACTION FORM online can be a straightforward process with the right guidance. This guide will walk you through each component of the form, ensuring that you provide all necessary information accurately.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the account holder information in the designated fields. Provide your full name as it appears on your account.
3. Next, locate the available funds section. Input the amount of available funds you wish to request confirmation for.
4. In the asset information section, provide a description of the asset related to your request.
5. Under the document(s) for signature section, indicate the name and address of the company or individual to whom the confirmation letter should be sent.
6. Select your preferred mailing instructions by checking the appropriate box — whether you want the letter mailed, overnighted, faxed, or emailed. If you choose overnight delivery, please note there is a $40 fee.
7. Review the statement regarding responsibility for your IRA account. Acknowledge the terms by understanding that you are responsible for investment decisions and that the custodian is not a fiduciary.
8. Finally, provide your signature and the date to finalize the form. Make sure all information is accurate before moving to the last step.
9. Save your changes, and download the completed form. You can also choose to print or share it with the relevant parties.

Start filling out your documents online today for a seamless experience.