FUNDING YOUR NEW ACCOUNT OR PLAN
Fund an IRA (IRA, Roth IRA or SEP IRA)
Open and Fund a New IRA Application Online
IRA Cash Transfer Request
IRA 60-Day Cash Rollover Designation
IRA In-Kind Transfer Request
IRA Cash Direct Rollover Designation
IRA In-Kind Direct Rollover Designation
Roth IRA Conversion Request
In-Kind Transfer Rollover Kit
PENSCO Trust’s Wiring Instructions
HAVE QUESTIONS?
Contact our Business Development Center and talk to a trained specialist
- Email: takecontrol@pensco.com
- Call Toll-Free: 866-818-4472
- 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
- 450 Sansome Street, 14th Floor, San Francisco, CA 94111
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