Outgoing Wire Instruction Form
The Outgoing Wire Instruction Form provides instructions for sending a bank wire from your NDTCO account to another party: Outgoing Wire Instruction Form – Electronic Outgoing Wire Instruction Form Example – PDF
Forms Categories: General Account Forms
Traditional to Roth Conversion Form
The Traditional to Roth Conversion Form allows you to convert your current Traditional IRA to a Roth IRA: Traditional to Roth Conversion Form – Electronic Traditional to Roth Conversion Form Example – PDF Please note that you will need to have a Roth IRA already opened with NDTCO to proceed. If you need to apply … Read More
General Sell Direction Letter Form
To sell an asset in your NDTCO account, please click here.
Beneficiary Designation Form
To update the beneficiary designation on your account, please click here. You will be asked to log into the client portal and then directed to the Beneficiary Designation form under “Profile.”
Payment Authorization Letter
To set up scheduled payments that need to be automatically paid, such as a monthly mortgage or HOA payment, please click here. You will be asked to log into the client portal and then directed to the “Bill Pay” page. Please use the dropdown menu to select which asset you are paying a bill for, … Read More
