Let's get your paperwork in order.

Download and print the forms you need to open or manage an account. Please review our Online Privacy Policy before completing and submitting any forms to us.

Forms to open a new account

Please mail forms to:

Synchrony Bank

PO Box 669802

Dallas, TX 75266-0955

Traditional IRA Application Kit

Roth IRA Application Kit
Trust Application

Forms for existing accounts

Please mail forms to:

Synchrony Bank

PO Box 669802

Dallas, TX 75266-0955

Instruction for submitting Form W-9
Direct Deposit Form

Direct Deposit - Government Payments
Change Beneficiary Information Form

Direct Deposit Forms should be submitted to your Employer/Funds originator.

Forms for existing IRA accounts

Please mail IRA forms to:

Synchrony Bank

Retirement Services

PO Box 669802

Dallas, TX 75266-0955

Roth IRA Rollover Request
Traditional IRA Rollover Request
IRA Transfer Request for Roth IRAs
IRA Transfer Request for Traditional IRAs
Roth IRA Contribution Form

IRA Request for Distribution for Roth IRAs
IRA Request for Distribution for Traditional IRAs
IRA Beneficiary Change Information Form
Traditional IRA Contribution Form
IRA Beneficiary Distribution for Traditional IRAs
IRA Beneficiary Distribution for Roth IRAs

Forms for specialty services

Please mail forms to:

Synchrony Bank

Specialty Services

PO Box 669802

Dallas, TX 75266-0955

Trust Account Certification
Trust Distribution Form
Estate Distribution Form
Beneficiary Distribution Form
Non Personal Beneficiary Distribution Instruction Form

Joint Distribution Form
Check Affidavit Form
Power of Attorney Certification Form
Guardianship/Conservatorship Certification Form

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