Bank Outsourcing Services at American Trust Retirement
American Trust Retirement offers bank outsourcing services. Banks, credit unions, and other financial institutions can find the needed forms below.
These forms are intended for the use of banks, credit unions and other financial institutions that use American Trust Retirement for bank outsourcing services. If your account is with American Trust Retirement directly and not with an outside institution, please contact us directly.
Have questions? Contact an American Trust Retirement Outsourcing Services representative at 800-492-0165 or fax 720-616-5669.
- IRA Beneficiary Designation
- IRA Contribution
- IRA Direct Rollover
- IRA Recharacterization
- IRA Withdrawal
- Roth IRA – New Account
- ROTH IRA Direct Conversion
- ROTH IRA Transfer
- Traditional IRA – New Account
- Traditional IRA Transfer
- ESA Transfer Direct Rollover
- ESA Withdrawal
- IRA Bene Req Elect Deaths
- HSA Contribution
- HSA Transfer Request
- HSA Withdrawal Authorization