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Account Administration


ATG Trust Company does not assume responsibility for the use of any form listed below in any particular case. Practitioners using a form should independently verify the accuracy and completeness of the form and satisfy themselves as to the tax and other legal consequences of the provisions of the forms.

Form Name   Format  
Addendum to Traditional IRA Trust Application PDF    
Asset Collection Request PDF    
Asset Transfer Request PDF    
Attorney's Disclosure PDF    
Investment Agency or Custody Agreement MS Word    
Invitation To Attorneys PDF    
IRA Transfer Request PDF    
Patriot Act Information Disclosure PDF    
Procedures for Investing in Real Estate PDF    
Property Servicing Agreement PDF    
Traditional IRA Trust Application PDF    
W-9 Tax Identification Form PDF    

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