Resource Library

Custom AAP, N-Shares


Required forms

Optional forms

Required forms

Supplemental documents

Optional forms


Entities or Trusts require additional documentation. For example: Articles of Incorporation, Partnership Agreements, trust documents, etc.

Required forms

Optional forms

Required forms

Optional forms


IRA application includes Dunham Trust Company as Custodian

Required forms

Optional forms


IRA application includes Dunham Trust Company as Custodian

Required forms

Optional forms


IRA application includes Dunham Trust Company as Custodian

Required forms for employees

Optional forms


SEP IRA Application includes Dunham Trust Company as Custodian

Required forms for employees

Required forms for employers

  • Company Profile Form for Simple IRA Plans and Form 5305-Simple
    Use this form if you are an employer establishing a new SIMPLE IRA Plan with Dunham & Associates Investment Counsel, Inc. or Dunham Trust Company, collectively “Dunham”. If you are a sponsoring employer of a current SIMPLE IRA Plan held at Dunham, you do not need to complete this form unless you have a material update to the plan or payment method.

Optional forms


SIMPLE IRA Application includes Dunham Trust Company as Custodian
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