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

Welcome to Qualified Trust Company

To claim the funds in your IRA, you will need to complete a set of distribution forms via DocuSign. Please contact us to receive the DocuSign forms. Please see the bottom of this page for our contact information. 

The other panels on this page provide information to help you prepare for your distribution request forms.

DISTRIBUTION REQUESTS

Claim Request Checklist

Frequently Asked Questions

Claim Request Checklist

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

Claim Request Checklist

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

Copyright © 2025 Qualified Trust Company - All Rights Reserved.

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