Incoming Wire Instructions
The Incoming Wire Delivery Instructions explain how to wire funds into your NDTCO account: Incoming Wire and ACH Delivery Instructions – PDF
The Incoming Wire Delivery Instructions explain how to wire funds into your NDTCO account: Incoming Wire and ACH Delivery Instructions – PDF
The Interested Party Designation Form allows you to designate an interested party to your NDTCO account for third-party access to information: Interested Party Designation – Electronic Interested Party Designation Example – PDF
The Limited Power of Attorney Form allows you to designate a Limited Attorney-in-Fact to initiate certain actions within your NDTCO account but not open an account in your name or request a distribution from your account: Limited Power of Attorney Form – PDF
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
The Spousal Consent Form may be required if the primary beneficiary of an NDTCO account is not the account holder’s spouse, assuming the following conditions are present: the account holder’s spouse is living the account holder’s spouse is not the sole primary beneficiary named to the account the account holder and spouse are residents of … Read More
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