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• Regular Account Application

  Used to establish many types of Tortoise non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.

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• IRA Account Application

  Used to establish a Tortoise Traditional, Rollover, Roth or SEP IRA. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian

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• Coverdell Education Application

  Used to establish a Tortoise Coverdale Education Savings account. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian.

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• IRA Transfer Rollover Form

  Used to transfer assets from an existing IRA to a Tortoise Funds IRA.

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• IRA and Coverdell Disclosure Document

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• Entity Account Application

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• Certification of Beneficial Owners

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