Qualified Trust Company
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  • Distribution Forms
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  • QTC Information
  • FAQ
  • Corporate Trustee Service
Qualified Trust Company
  • Home
  • Distribution Forms
  • Contact us
  • QTC Information
  • FAQ
  • Corporate Trustee Service

Welcome to Qualified Trust Company

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

Distribution Requests

Pre-tax Distribution

Pre-tax and Roth Distribution

Pre-tax Distribution

The letter you received will indicate your account type. If you have a Pre-tax account, please click the image above to go to the form. 

Roth Distribution

Pre-tax and Roth Distribution

Pre-tax Distribution

The letter you received will indicate your account type. If you have a Roth account, please click the image above to go to the forms.

Pre-tax and Roth Distribution

Pre-tax and Roth Distribution

Pre-tax and Roth Distribution

The letter you received will indicate your account type. If you have both accounts, please click the image above to go to the forms. 

Claim Request Checklist

Frequently Asked Questions

Pre-tax and Roth Distribution

If you require information on how to complete the forms, please click the image above for the checklist. The instructions will explain each section and all the required additional documents. 

Distribution Fees

Frequently Asked Questions

Frequently Asked Questions

Please click the image above for a list of fees associated with your account. Please note that not all fees are assessed, only the ones which apply to your account.  

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

Please click the image above for a list of common questions. If you have any further questions/concerns please contact us at 

(480) 629-5830. 

Additional Documents

If you have completed the DocuSign Forms and received an email from distributions@qualifiedtrust.com requesting additional documentation, please reply to the email with photos/scans of the required documents for processing. 


Additional documentation can also be submitted via DocuSign using the link below:

DocuSign Additional Documents

Contact us

Thank you for working with Qualified Trust Company

If you have any questions about your distribution please contact us.

Contact Information

distributions@qualifiedtrust.com Phone: (480) 629-5830 Fax: (832) 252-9650

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