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.
- Traditional IRA Beneficiary Designation
- Traditional IRA Contribution
- Traditional IRA Direct Rollover
- Traditional IRA Recharacterization
- Traditional IRA Withdrawal
- Roth IRA – New Account
- ROTH IRA Direct Conversion
- ROTH IRA Transfer
- ROTH IRA Withdrawal
- Traditional IRA – New Account
- Traditional IRA Transfer
- Coverdell ESA Transfer Direct Rollover
- Coverdell ESA Withdrawal
- Beneficiary Required Election & Assumption Form
- HSA Contribution
- HSA Transfer Request
- HSA Withdrawal Authorization
- HSA New Account