The forms below are solely for ICON Advisers’ representatives to open managed accounts with Trust Company of America acting as the custodian providing custodial services to the account holder, ICON Advisers, and their representatives.

General instructions are included with each application.

Return all completed forms to:
ICON Advisers, Inc.
5299 DTC Boulevard
12th Floor
Greenwood Village, CO 80111

Questions? Call 800-828-4881 or 303-790-1600

ICON Management Agreement and Supplemental Forms

• ICON Management Agreement, Trust Company of America as Custodian

ICON Account Applications

• Traditional, Rollover, SEP, Custodial, or SARSEP IRA Account Application
• SIMPLE IRA Account Application
• Roth IRA Account Application
• Individual, Joint, UTMA/UGMA, or Legal Account Application
• Corporate, Company, Association, or Sole Proprietorship Account Application
• LLC, LLP, General Partnership, or Investment Club Account Application
• Trust Account Application
• Solo 401k Account Application
• Retirement Plan Account Application
• 403(b) Custodial Account Application

Supplemental Forms

• Additional Information Application Addendum
• IRA Beneficiary Designation or Change Request
• Retirement Plan Adoption Agreement Questionnaire
• 403(b) Transfer Authorization Addendum
• Transfer On Death (TOD) Designation Request
• Solo 401k Adoption Agreement
• Transfer Form
• IRA Withdrawal Request
• Automated Contribution and Distribution
• IRA Beneficiary Withdrawal Request
• Important Information Document

Other Related Documents

• Account Application Requirements Reference Chart
• Account Agreement Terms and Conditions
• Retirement Account Disclosure ROTH
• Retirement Account Disclosure Traditional, Rollover and SEP IRA
• Retirement Account Disclosure 403(b)