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

Welcome to Qualified Trust Company

To claim your account, please select the type of form you require below and complete throu DocuSign. Please refer to the QTC Checklist for instructions to guide you through the forms and information about which additional documents are required. Please email your additional documents 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

Claim Request Checklist

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

Claim Request Checklist

Distribution Fees

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.  

Common FAQs

Claim Request Checklist

Distribution Fees

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 requesting additional documents, please review the Checklist above. Please reply to the email with photos/scans of the required documents for processing. 

DISTRIBUTIONS@QUALIFIEDTRUST.COM

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 (480) 629-5830 Fax: (832) 252-9650

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