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.
Clients can submit online via their Client Portal to provide value for their IRA LLC/Trust.
If they prefer to print & sign, use this form. If they are you are required to take minimum distributions (“RMD”) or plan to request a Roth conversion or in-kind distribution of their investment, supporting documentation will be needed as outlined on the form.
Forms to update client account information and perform account and/or investment-related maintenance tasks.
Clients can update their information directly in their Client Portal.
Otherwise Use this form if a client would like to update their beneficiaries. If there are multiple beneficiaries, be sure to include the percentage allocated to each, ensuring the total equals 100%.
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.