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Salem Trust
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    • Core Custody Services
      • Custody Service Report
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      • Integrated Cash Management
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      • Benefit Payments
      • Invoice Payments
      • Global Tax Reclamation
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Forms

IRA Forms

Charitable Distribution Request

2025 RMD Form

Alternative Asset Investment Direction Form – Fillable

Traditional Simple IRA Transfer Request

Traditional IRA Withdrawal Authorization

Traditional IRA Simplifier

Roth IRA Withdrawal Authorization

Roth IRA Transfer Request

Roth IRA Simplifier

Roth IRA Direct Conversion Request

Rollover Contribution Form 2024

IRA Direct Rollover Request

Investment Direction Form (Fillable) 2024

Coverdell ESA Withdrawal Authorization

Coverdell ESA Transfer Request

Coverdell ESA Simplifier

IRA Beneficiary Designation

Helpful Forms

AITC New Broker Information Form

Account Access Authorization (Fillable) Broker

WebLink 3.0 Client User Guide 2024

WebLink MFA User Guide 2023

W9 Oct 2018 Form

W8BENE Rev 2021

Contact Update Form (Fillable) 2024

Payment Application

Internet Access Agreement

Assignment Separate from Security Bond Power

Application and Affidavit Combined Obligee

Affidavit of Domicile

ACH Electronic Transfer

Account Access Authorization

Connect with Salem Trust

An Authentic Difference® happens when clients are treated with real service.

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Trust Ingrained.

HEADQUARTERS

1715 N Westshore Blvd
Suite 750
Tampa, FL 33607
877-382-5268

AFFILIATED COMPANIES

Argent Institutional Trust Company

Disclosures & Privacy Policy

Unlawful Internet Gambling Notice

New Account Notice

Business Continuity Plan

© 2026 Argent Institutional Trust Company. All rights reserved.

Salem Trust Company, a Division of AITC, is regulated by the Florida Department of Financial Regulation, Department of Financial Institutions