Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Find a form based on the type of product or service
Open a Traditional, Roth, SEP, or SIMPLE IRA online here, or use these forms to open a new account.
Forms related to funding a client’s account, including contributions, transfers, and rollovers.
Forms for initial and/or subsequent investment purchases, including instructions on required supporting documentation and proper vesting information, as outlined in the investment checklist sections of the authorizations, across various asset classes.
Notify Forge of cash deposits to a client’s IRA (e.g., return of capital, interest, or dividends), request distributions (cash or assets), process RMDs, make IRA expense payments (e.g., UBIT, asset fees, management fees), or submit asset liquidation requests to convert assets into cash.
Forms related to the valuation of assets held within a clients account.
Log in to your account to confirm or update the value for your IRA LLC or Trust.
If you prefer to print & sign, use this IRA LLC / Trust Valuation form.
Important Note: If you are required to take minimum distributions from your retirement account(s) (“RMD”) or plan to request a Roth conversion or in-kind distribution of this investment, you will need to provide supporting documentation verifying the provided value. The documents can be uploaded when you submit your valuation online or attached to your submitted form.
Forms to update client account information and perform account and/or investment-related maintenance tasks.
Forms related to third-party access, administrative functions, and partner-specific operations (e.g., representative access, fee payer forms, and LPOA).
Important disclosures governing your account, including the fee schedule and privacy notice.