Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.

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Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.

Transfer Request - Cash and/or Assets

IMPORTANT – Please Read!

Not every custodian will accept electronic signatures. Please confirm with your current custodian before completing this form.

If your custodian will not accept an electronic signature, you will have to print and sign. We will reach out to you with instructions on how to submit your signed Transfer Authorization. Not doing so could cause the request to be delayed, and a physical signature will be required to restart the transfer process.

You will be required to upload a current statement when submitting your request.

Please enter your name and email to begin the signing process.

Account Owner Name
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This email address is used by DocuSign to send you the completed signed document after the process is completed successfully.
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