403(b)(7)

Download the following forms to open a 403(b)(7) account with Summit Trust Company:

Account Opening Kit

Please submit a copy of your current 403(b)(7) plan you would like to transfer to Summit.

 
 
   
Enrollment and Investment Selection Form
X
Enrollment and Investment Selection Form SAMPLE
X
Beneficiary Designation
X
Transfer Request 403(b)(7)
X
Consumer Privacy Notice
X
Patriot Act Compliance
X

Additional Forms

Change of Address
Distributions
403(b)(7) Special Notice
403(b)(7) Account Agreement Form

If you have any questions regarding any of these account forms please contact us by clicking here.