Your third quarter fees are now available to be paid online. If you prefer to continue having your fees automatically deducted from your account balance, no additional action is required on your part.
Coming Soon in your Forge Trust Customer Portal will be a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust will soon be improving the valuations experience with notification and guidance messages inside your customer portal on Forgetrust.com.
Submitting valuations will be a snap when you can upload required documents in our new Valuations Tab in your customer portal on Forgetust.com - coming soon.
We will be closed Monday, October 10th in observance of the Indigenous Peoples' Day holiday. We will re-open Tuesday, October 11th at 7 AM PST.
A notice to Forge Trust customers. The Forge Trust online bill pay site will be unavailable Saturday, October 15, from 5:00 a.m. to 1:00 p.m. Eastern Time.
Your third quarter fees are now available to be paid online. If you prefer to continue having your fees automatically deducted from your account balance, no additional action is required on your part.
Coming Soon in your Forge Trust Customer Portal will be a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust will soon be improving the valuations experience with notification and guidance messages inside your customer portal on Forgetrust.com.
Submitting valuations will be a snap when you can upload required documents in our new Valuations Tab in your customer portal on Forgetust.com - coming soon.
We will be closed Monday, October 10th in observance of the Indigenous Peoples' Day holiday. We will re-open Tuesday, October 11th at 7 AM PST.
A notice to Forge Trust customers. The Forge Trust online bill pay site will be unavailable Saturday, October 15, from 5:00 a.m. to 1:00 p.m. Eastern Time.
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Account
401(k) Account Acceptance for Self-Employed only
Acknowledgement and signature of acceptance of the terms of a 401(k) account agreement. Required if submitting 401(k) Application for Self-Employed via email or fax.
Use to make changes to beneficiary information. If you designate multiple beneficiaries, be sure that you include the percentage attributable to each beneficiary and that the total equals 100%.
For individuals or entities that have been designated as an authorized representative: Use this form to update your own information. This form will NOT be forwarded to your client to sign.
For account representatives and investment sponsors: A complete portfolio containing the forms necessary to assist your clients in establishing their self-directed account, funding it and/or transferring assets from another IRA or qualified retirement plan, and making an investment.
For individuals or entities that have been designated as an authorized representative: You must complete this form to establish or manage online account access to your clients’ accounts. This form will NOT be forwarded to your client to sign.
Use this form to request one of the following: a Roth Conversion (conversion from a Traditional IRA, Simple or SEP account to a Roth IRA), or a Recharacterization (correct a contribution or conversion from one account to another).
Use this form for any deposit. Checks will be held for 3-5 business days before the funds will be available. Checks must be made payable to "Forge Trust Co. CFBO: name and account number."
This form should be used to notify us of an incoming direct deposit (ACH). The sender must complete and send to Forge Trust so that it is received by us when payment is being sent. If this form is incomplete, or if it is not received by us in a timely manner, funds may be returned to the originating bank.
Complete this form to move assets from your IRA to your IRA LLC or from your IRA LLC to your IRA, or if you wish to exchange an asset currently held in your IRA with another asset.
You may use this form to authorize the purchase of an investment. However, we recommend using the Investment Authorization Kit which includes instructions and the other forms required to accompany this authorization.
This kit includes all the necessary forms and instructions to make an investment, the Investment Authorization, Prohibited Transaction Questionnaire and Wire Request forms. This paperwork should be accompanied by the supporting document for the purchase, see Documents Requirement list included in the kit.
Investors who lend funds from their IRA to a business entity, or invest in a Limited Partnership or Limited Liability Company (exclusive of IRA LLCs) must complete this questionnaire.
