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 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:
If you have any questions about your distribution please contact us.
distributions@qualifiedtrust.com Phone: (480) 629-5830 Fax: (832) 252-9650