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Open a Traditional, Roth, SEP, or SIMPLE IRA online at https://app.forgetrust.com/create-account, or use these forms to open a new account.
Request a transfer of cash and/or assets into your account or notify us of an incoming cash deposit.
Update your personal and/or account information (e.g. address change or beneficiary designation) or authorize a 3rd party to access your account.
Invest in Private Equity (Private Stock, Private Funds, REITs) and manage your investment (e.g. provide an issuer/sponsor valuation or request a liquidation).
Invest in and manage a Single-Member or Family-Controlled LLC held in your IRA, including providing an annual valuation.
Purchase and manage property in your IRA, including any property-related expenses.
Lend money from your IRA through a Promissory Note and manage your investment (e.g. modify terms or notify us of a payoff).
Purchase and manage investments in Precious Metals, including authorizing storage with a 3rd party depository.
Miscellaneous forms related to making and managing additional types of investments, including Publicly Traded assets (e.g. Mutual Funds, Public Stocks, and Bonds).
Request a distribution of cash and/or assets from your IRA, including satisfying your required minimum distribution (RMD).
Important disclosures governing your account, including the fee schedule and privacy notice.