Forms

If you are a client of First Bankers, many of these forms may help you. If you are looking for a form not listed here, please contact your representative.

Client Terms of Service
Health Savings Account (HSA) Application
HSA Confidentiality Form FBTS
Internet Access Form
IRA Age 70 Half Election Form
IRA Confidentiality Form FBTS
IRA Contribution Instructions
IRA Direction of Investment Form
IRA Distribution Form
IRA Rollover or Conversion Review Form
IRA Election of Payment by Beneficiary
Request for Transfer or Conversion to an IRA
Request for Transfer or Direct Rollover to a Roth Beneficiary IRA
Request for Transfer or Direct Rollover to a Traditional Beneficiary IRA
Roth IRA Application
Roth IRA Self-Directed Booklet
Traditional IRA Application
Traditional IRA Self-Directed Booklet
Waiver of IRA Minimum Distribution 

 

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you.  We may also ask to see your driver’s license or other identifying documents.

 

 


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