David Hill

  • Total activity 30
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 15

Activity overview

Latest activity by David Hill
  • David Hill created an article,

    Edit a Primary or Contingent Beneficiary

    Follow the instructions below to edit Primary or Contingent Beneficiary information in your account. The share percentages for all Beneficiaries must total 100%.   To Edit Primary Beneficiary infor...

  • David Hill created an article,

    Wire instructions and mailing information for American Estate & Trust

    Use the following information to send funds to American Estate & Trust via wire, or check.   Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to:...

  • David Hill created an article,

    Paying a Vendor Bill

    The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal".   Make sure to have an invoice/bill, scanned and ready to upload before you start creatin...

  • David Hill created an article,

    Investment Documents Instructions

    The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...

  • David Hill created an article,

    Closing your account with Assets

    Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...

  • David Hill created an article,

    Transfer In Your Existing IRA (Cash)

    Follow the instructions below to create a Transfer Request, to transfer funds into your account from an existing retirement account elsewhere. Note: You must also complete and sign our "Custodial T...

  • David Hill created an article,

    Selling Precious Metals

    Follow the steps below to Create a DOI (Direction of Investment) and attach the supporting documents   1. Log in to the "Online Portal"     2. Click on "Invest (DOI)" tab     3. Click "NEW INVEST...

  • David Hill created an article,

    Making a Deposit or Contribution

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Note: Contributions by Check or Wire must also be accompanie...

  • David Hill created an article,

    Withdrawing Precious Metals

    Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.   You’ll need to create a DOI (Direct...

  • David Hill created an article,

    Taking a Withdrawal, Distribution or RMD

    1. Login to the "Online Portal"     2. Click on the "Withdraw Funds" option and complete all fields:     3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...