Clicky

Client Forms

Polycomp maintains a library of forms to help you complete transactions within your Investor Choice IRA® easily and efficiently.

If the form you are looking for is not available, or you have questions about a form, please contact us or give us a call so we can assist you.

Please email or fax completed form(s) to:

IRASupport@polycomp.net
916.773.3484 fax

Direction Letter

Initiate a non-reportable transaction, such as purchase of an asset or payment of an investment-related expense.

Withdrawal/Distribution Request

Use the appropriate withdrawal form to request a distribution of cash or assets from your IRA.

Transfer Requests

Complete the appropriate Transfer Request form to request a transfer from another IRA into your Polycomp Investor Choice IRA.

Your current custodian may require your signature to be medallion guaranteed. If required, please also complete the following form.

Conversions, Rollovers and Recharacterizations

Use the appropriate form to certify a conversion (Roth accounts only), 60-day rollover from another IRA or from an employer-sponsored retirement plan, or recharacterization, to an IRA.

Payment Instructions: Wires, Checks and Non-cash Assets

Below are the payment instructions for wires, checks and non-cash assets.

Deposit Payment Information Form

Use this form to provide information regarding a deposit or payment being made to an IRA account.

Beneficiary Designation

Use this form is to add or change the beneficiary information on your account.

Contract For Services

This contract must be completed when setting up a new account.

eStatement Authorization

Complete this form to opt-in to receive paperless statements.

NOTE: You will need Adobe Acrobat Reader in order to view the forms listed on this page. If you do not have Acrobat Reader, you can download it here for free.