IRA Forms


As the owner of an account at CNB it is your responsibility to investigate each and every investment you select and/or hold within your account. Consult adequate legal, tax, or investment professionals for assistance and make sure you understand:

  • What you are investing in
  • How much risk is involved
  • Who you are investing with
  • Why the investment is suitable for you

Use these forms for IRA Accounts, for Non-Qualified Account forms click here.


New Account Forms
IRA Application

Includes the IRA Application, Custodial Agreement, Disclosure Statement, and Instructions for both a Traditional IRA and a Roth IRA.

IRA Application form PDF download DocuSign online form
Standard Fee Schedule Standard Fee Schedule form PDF download

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Precious Metals Fee Schedule

Use for any account holding a precious metal.

Precious Metals Fee Schedule form PDF download

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IRS Form 5305-SEP & Instructions IRS Form 5305-SEP & Instructions form PDF download DocuSign online form
RMD Form for New Accounts

Please complete for account owners 70 1/2 or older.  This is not applicable for ROTH IRAs.

RMD Form for New Accounts form PDF download DocuSign online form
Beneficiary Certification Form

This form is only required for Inherited IRAs that are transferring to CNB from another institution.

Beneficiary Certification Form form PDF download DocuSign online form
Transfer/Rollover/Contribution Forms
Transfer Request

Use for IRA accounts only.

Transfer Request form PDF download DocuSign online form
Rollover Deposit Statement Rollover Deposit Statement form PDF download DocuSign online form
Contribution Form Contribution Form form PDF download DocuSign online form
Roth Conversion Request Roth Conversion Request form PDF download DocuSign online form
Wire Instructions Wire Instructions form PDF download

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Purchase/Sale/Exchange Forms
Investment Authorization

Client signature required on all non-publically traded investments.

Investment Authorization form PDF download DocuSign online form
Precious Metals Investment Authorization

Use only to purchase or sell a precious metal.

Precious Metals Investment Authorization form PDF download DocuSign online form
Brokerage Account Establishment Instructions

Use for DVP & retail brokerage accounts.

Brokerage Account Establishment Instructions form PDF download

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Distribution Forms
Distribution Request Form

Use for IRA accounts only.

Distribution Request Form form PDF download DocuSign online form
Direct Deposit

Use only to update bank information.

Direct Deposit form PDF download DocuSign online form
Waiver to Distribute Required Minimum Distribution Waiver to Distribute Required Minimum Distribution form PDF download DocuSign online form
Claim of Premature Distribution Due to Total & Permanent Disability Claim of Premature Distribution Due to Total & Permanent Disability form PDF download DocuSign online form
Account Update Forms
Account Update Form

Use for All Account changes – address, phone, third party authorization, etc.

Account Update Form form PDF download DocuSign online form
Beneficiary Designation Form

Use to update the beneficiaries listed on your IRA.  This form must be notarized.

Beneficiary Designation Form form PDF download

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Representative Designation Form

Use to add a representative to your account or change the representative currently listed on your account.

Representative Designation Form form PDF download DocuSign online form
Affidavit for Power of Attorney

Please include a copy of your Power of Attorney document with this form.

Affidavit for Power of Attorney form PDF download

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Online/Estatement Forms
Authorization for Representative Authorization for Representative form PDF download DocuSign online form
Authorization for Account Owner Authorization for Account Owner form PDF download DocuSign online form
Beneficiary Claim Forms
Beneficiary Claim Form

Use this form to claim a deceased account. For IRA accounts only.

Beneficiary Claim Form form PDF download

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Beneficiary Election Options

Helpful Hints for Beneficiaries!

Beneficiary Election Options form PDF download

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Other IRA Resources Forms
Authorization For Advisory Fees Authorization For Advisory Fees form PDF download DocuSign online form
Precious Metals Disclosures & Instructions Precious Metals Disclosures & Instructions form PDF download

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Periodic Transfer Request

Use only for outgoing periodic transfers of $5,000 or less.

Periodic Transfer Request form PDF download DocuSign online form
Recharacterization Form Recharacterization Form form PDF download DocuSign online form
Change of Representative’s Firm Information

Use for address changes, broker/dealer changes, etc.  This form may also be used to resign on an account.

Change of Representative’s Firm Information form PDF download DocuSign online form
Broker-Dealer Consent Broker-Dealer Consent form PDF download

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New Account Forms
IRA Application

Includes the IRA Application, Custodial Agreement, Disclosure Statement, and Instructions for both a Traditional IRA and a Roth IRA.

IRA Application form PDF download DocuSign online form
Standard Fee Schedule Standard Fee Schedule form PDF download

n/a

Precious Metals Fee Schedule

Use for any account holding a precious metal.

Precious Metals Fee Schedule form PDF download

n/a

IRS Form 5305-SEP & Instructions IRS Form 5305-SEP & Instructions form PDF download DocuSign online form
RMD Form for New Accounts

Please complete for account owners 70 1/2 or older.  This is not applicable for ROTH IRAs.

RMD Form for New Accounts form PDF download DocuSign online form
Beneficiary Certification Form

This form is only required for Inherited IRAs that are transferring to CNB from another institution.

Beneficiary Certification Form form PDF download DocuSign online form
Transfer/Rollover/Contribution Forms
Transfer Request

Use for IRA accounts only.

Transfer Request form PDF download DocuSign online form
Rollover Deposit Statement Rollover Deposit Statement form PDF download DocuSign online form
Contribution Form Contribution Form form PDF download DocuSign online form
Roth Conversion Request Roth Conversion Request form PDF download DocuSign online form
Wire Instructions Wire Instructions form PDF download

n/a

Purchase/Sale/Exchange Forms
Investment Authorization

Client signature required on all non-publically traded investments.

Investment Authorization form PDF download DocuSign online form
Precious Metals Investment Authorization

Use only to purchase or sell a precious metal.

Precious Metals Investment Authorization form PDF download DocuSign online form
Brokerage Account Establishment Instructions

Use for DVP & retail brokerage accounts.

Brokerage Account Establishment Instructions form PDF download

n/a

Distribution Forms
Distribution Request Form

Use for IRA accounts only.

Distribution Request Form form PDF download DocuSign online form
Direct Deposit

Use only to update bank information.

Direct Deposit form PDF download DocuSign online form
Waiver to Distribute Required Minimum Distribution Waiver to Distribute Required Minimum Distribution form PDF download DocuSign online form
Claim of Premature Distribution Due to Total & Permanent Disability Claim of Premature Distribution Due to Total & Permanent Disability form PDF download DocuSign online form
Account Update Forms
Account Update Form

Use for All Account changes – address, phone, third party authorization, etc.

Account Update Form form PDF download DocuSign online form
Beneficiary Designation Form

Use to update the beneficiaries listed on your IRA.  This form must be notarized.

Beneficiary Designation Form form PDF download

n/a

Representative Designation Form

Use to add a representative to your account or change the representative currently listed on your account.

Representative Designation Form form PDF download DocuSign online form
Affidavit for Power of Attorney

Please include a copy of your Power of Attorney document with this form.

Affidavit for Power of Attorney form PDF download

n/a

Online/Estatement Forms
Authorization for Representative Authorization for Representative form PDF download

n/a

Authorization for Account Owner Authorization for Account Owner form PDF download DocuSign online form
Beneficiary Claim Forms
Beneficiary Claim Form

Use this form to claim a deceased account. For IRA accounts only.

Beneficiary Claim Form form PDF download

n/a

Beneficiary Election Options

Helpful Hints for Beneficiaries!

Beneficiary Election Options form PDF download

n/a

Other IRA Resources Forms
Authorization For Advisory Fees Authorization For Advisory Fees form PDF download DocuSign online form
Precious Metals Disclosures & Instructions Precious Metals Disclosures & Instructions form PDF download

n/a

Periodic Transfer Request

Use only for outgoing periodic transfers of $5,000 or less.

Periodic Transfer Request form PDF download DocuSign online form
Recharacterization Form Recharacterization Form form PDF download DocuSign online form
Change of Representative’s Firm Information

Use for address changes, broker/dealer changes, etc.  This form may also be used to resign on an account.

Change of Representative’s Firm Information form PDF download

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Broker-Dealer Consent Broker-Dealer Consent form PDF download

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NOTE: These forms are in Portable Document Format (PDF) and you will need Adobe Acrobat Reader to view them. Click on the Acrobat Reader icon and follow the instructions to download it if you do not have it. Our fillable pdf forms vary in size. Please allow sufficient time for them to download. If you experience a continued problem with a particular form on our website, please contact Community National Bank at (800)680-0340 or by e-mail at irainfo@communitynationalbank.net