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. |
W-9 (Domestic) | For use by Corporations, Business Organizations, or other legal entities (Entities). Complete and return with your Subscription Agreement and Resolution Authorizing Investment. |
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 |
Direct Deposit of Interest | To change or add electronic deposit of interest payments from Term Certificates |
Traditional Transfer/Direct Rollover Request | To facilitate a transfer or rollover from an existing Traditional IRA or qualified retirement plan |
Traditional IRA Distribution Request | To receive a distribution of funds from a Traditional IRA |
Traditional IRA Simplifier | Goldstar Trust Company's Traditional IRA Application and Beneficary Designation |
ROTH IRA Distribution Request | To receive a distribution of funds from a ROTH IRA |
ROTH IRA Simplifier | Goldstar Trust Company's ROTH IRA Application and Beneficiary Designation |
ROTH IRA Transfer Request | To facilitate a transfer from an existing ROTH IRA |