To claim your account, select the type of form you require below and complete it through DocuSign. Refer to the checklist for instructions to guide you through the forms and information on which additional documents are required. Attach additional documents to the forms or email them to distributions@qualifiedtrust.com
If you have completed the DocuSign Forms and received an email requesting additional documents, please review the Checklist above. Please reply to the email with photos/scans of the required documents for processing.
If you have any questions about your distribution please contact us.
distributions@qualifiedtrust.com Phone: (480) 629-5830 Fax: (832) 252-9650