NovaIRA is now Qualified Trust Company

Qualified Trust Company

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Qualified Trust Company

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Welcome to Qualified Trust Company

 To claim you account, please select the type of form you require below and complete the DocuSign. Please refer to the QTC Checklist for instructions to guide your 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 Forms

Pre-tax and Roth Distribution Forms

Pre-tax Distribution Forms

If you have a Pre-tax account, please click the photo above to go to the form. After you submit your form, please email your additional documents. 

Roth Distribution Forms

Pre-tax and Roth Distribution Forms

Pre-tax Distribution Forms

 If you have a Roth account, please click the photo above to go to the form. After you submit your form, please email your additional documents.  

Pre-tax and Roth Distribution Forms

Pre-tax and Roth Distribution Forms

Pre-tax and Roth Distribution Forms

 If you have both a Pre-tax and a Roth account, please click the photo above to go to the forms. After you submit your forms, please email your additional documents.   

QTC Checklist

Qualified Trust Company Fees

Pre-tax and Roth Distribution Forms

Please click the photo for the checklist. Follow the instructions to complete your forms correctly and know what additional documents are required.  

Qualified Trust Company Fees

Qualified Trust Company Fees

Qualified Trust Company Fees

Please click the photo 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

Qualified Trust Company Fees

Qualified Trust Company Fees

Please click on the photo for a list of common questions. If you have further questions, please contact Qualified Trust Company.

Additional Documents

If you have completed the DocuSign forms, please review the Checklist for what additional documents we require. Please email photos/scans of these documents to Qualified Trust Company. 

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

10777 Northwest Fwy, Houston, Texas 77092, United States

distributions@qualifiedtrust.com (713)-881-9366

Hours

Open today

09:00 am – 05:00 pm

Copyright © 2022 Qualified Trust Company - All Rights Reserved.

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