Name | Description |
---|---|
Offering Circular | Click the link below to complete your information and selections to receive and review the Offering Circular, Subscription Agreement, and other required forms for download and completion. - How to Invest |
Resolution Authorizing Investment | For use by Corporations, Business Organizations, or other legal entities (Entities) to Authorize Investments, Establish and Approve its Authorized Representatives, and to Establish and Approve Online Services User Administration and Access for its Authorized Representatives. |
Resolution Change in Authorized Representatives | For use by Corporations, Business Organizations, or other legal entities (Entities) to Change and Approve its Authorized Representatives, and to Establish and Approve Online Services User Administration and Access for its Authorized Representatives. |
Investment or Redemption Form | To make additional investments, or to redeem funds. |
Change of Beneficiary | To change your beneficiary designations. |
Change of Address | To change address for Investment Certificate |
Traditional Transfer/Direct Rollover Request | Click the link below to download a form to facilitate a transfer or rollover from an existing Traditional IRA or qualified retirement plan. - Traditional Transfer/Direct Rollover Request |
Traditional IRA Distribution Request | Click the link below to download a form to receive a distribution of funds from a Traditional IRA. - Traditional IRA Distribution Request |
Traditional IRA Simplifier | Click the link below to download Goldstar Trust Company's Traditional IRA Application and Beneficiary Designation form. - Traditional IRA Simplifier |
ROTH IRA Distribution Request | Click the link below to download a form to receive a distribution of funds from a ROTH IRA. - ROTH IRA Distribution Request |
ROTH IRA Simplifier | Click the link below to download Goldstar Trust Company's ROTH IRA Application and Beneficiary Designation form. - ROTH IRA Simplifier |
ROTH IRA Transfer Request | Click the link below to download a form to facilitate a transfer from an existing ROTH IRA. - ROTH IRA Transfer Request |