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Toll Free: 800.962.4238 PacificPremierTrust.comTraditional/SEP/Roth IRA Application IMPORTANT INFORMATION:In order to help the government fight the funding of terrorism and money laundering activities,
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01
Obtain the required forms from Pacific Premier Trust.
02
Fill out the necessary information on the forms including your personal details and investment preferences.
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Provide any required documentation such as identification or proof of income.
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Submit the completed forms and documentation to Pacific Premier Trust for processing.

Who needs pacific premier trust?

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Individuals who are looking to invest in alternative assets such as real estate, private equity, or precious metals may need Pacific Premier Trust to facilitate their investments.
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Those who want to diversify their retirement portfolio beyond traditional investments like stocks and bonds may also benefit from using Pacific Premier Trust.
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Pacific Premier Trust is a company that specializes in providing self-directed retirement account services.
Individuals who have a self-directed retirement account with Pacific Premier Trust are required to file relevant information with the company.
To fill out Pacific Premier Trust forms, you need to provide details about your account, investments, and any transactions made during the reporting period.
The purpose of Pacific Premier Trust is to help individuals take control of their retirement funds and make investment decisions on their own terms.
Information such as account balance, investments, income generated, and any transactions must be reported on Pacific Premier Trust forms.
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