Let's get your paperwork in order.

Download and print the forms you need to open or manage an account. Please review our Online Privacy Policy before completing and submitting any forms to us.

Forms to open a new account

Please mail forms to:

Vivid Crest Bank

PO Box 669802

Dallas, TX 75266-0955

Traditional IRA Application Kit

Roth IRA Application Kit

Trust Application

Forms for existing accounts

Please mail forms to:

Vivid Crest Bank

PO Box 669802

Dallas, TX 75266-0955

Instruction for submitting Form W-9

Direct Deposit Form

Direct Deposit - Government Payments

Change Beneficiary Information Form

Direct Deposit Forms should be submitted to your Employer/Funds originator.

Forms for existing IRA accounts

Please mail IRA forms to:

Vivid Crest Bank

Retirement Services

PO Box 669802

Dallas, TX 75266-0955

Roth IRA Rollover Request

Traditional IRA Rollover Request

IRA Transfer Request for Roth IRAs

IRA Transfer Request for Traditional IRAs

Roth IRA Contribution Form

IRA Request for Distribution for Roth IRAs

IRA Request for Distribution for Traditional IRAs

IRA Beneficiary Change Information Form

Traditional IRA Contribution Form

IRA Beneficiary Distribution for Traditional IRAs

IRA Beneficiary Distribution for Roth IRAs

Forms for specialty services

Please mail forms to:

Vivid Crest Bank

Specialty Services

PO Box 669802

Dallas, TX 75266-0955

Trust Account Certification

Trust Distribution Form

Estate Distribution Form

Beneficiary Distribution Form

Non Personal Beneficiary Distribution Instruction Form

Joint Distribution Form

Check Affidavit Form

Power of Attorney Certification Form

Guardianship/Conservatorship Certification Form