Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.

Outstanding fees can be paid with your debit/credit card in our online payment portal.

Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.

Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.

Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com

Forge Trust
Offerings
Customers
About
Learn
Forms
Contact
Client Log In
Client Portal Log In
Open an Account

Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.

Outstanding fees can be paid with your debit/credit card in our online payment portal.

Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.

Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.

Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com

Find an Advisor Form

Filter by Category

Find a form based on the type of product or service

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.
Sign with DocuSign
401(k) Account Application kit for Self-Employed only
This kit includes all the necessary forms and instructions to establish a Self-Directed 401(k) account, must mail in with a photo ID.
Open PDF Sign with DocuSign
Account Owner Information Change
Use this form to make changes to your address, phone number and email address
Open PDF Sign with DocuSign
Beneficiary Designation or Changes
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%.
Open PDF Sign with DocuSign
Inherited IRA
Use this form if establishing an Inherited/Beneficiary IRA and submit in addition to Account Application.
Open PDF Sign with DocuSign
Limited Power of Attorney
Use this form to grant limited authority over your existing retirement account at Forge Trust Co. to your Investment Advisor.
Open PDF
New Account Application Kit
This kit includes all the necessary forms and instructions to establish a Self-Directed lRA account.
Open PDF Sign with DocuSign
Representative Authorization
Complete this form if you want to be designated as an authorized representative on your client account
Open PDF Sign with DocuSign
Representative Information Change
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.
Open PDF Sign with DocuSign
Representative Kit
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.
Open PDF
Representative Online Account Access Request
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.
Open PDF Sign with DocuSign
Roth Conversion and Recharacterization Request
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).
Sign with DocuSign
Funding
Deposit Notification
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."
Open PDF Sign with DocuSign
Direct Deposit ACH Notification
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.
Open PDF Sign with DocuSign
Transfer Authorization
Complete this form if transferring cash and/or assets in-kind from another IRA custodian. Requires original signature.
Open PDF
Transfer Authorization Cash Only
Complete this form if transferring cash only from another IRA custodian. Requires original signature.
Open PDF
Investment
Prohibited Transactions Questionnaire
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.
Open PDF Sign with DocuSign
Investment Authorization – Initial Purchase
Complete this form to make your initial investment into a Private Equity or Public Investment. These should accompany any paperwork required by the investment provider.
Open PDF Sign with DocuSign
Investment Authorization - Subsequent Purchase
Complete this form to make a subsequent/additional investment into am existing Private Equity or Public Investment. These should accompany any paperwork required by the investment provider.
Open PDF Sign with DocuSign
Promissory Note Investment Form
Complete this form to invest in a Promissory Note. This should accompany any paperwork required to facilitate the investment.
Open PDF Sign with DocuSign
Real Estate Investment Authorization
Complete this form to purchase direct Real Estate or Tax Lien investments. This should accompany any paperwork required to facilitate the investment.
Open PDF Sign with DocuSign
Incoming Asset Questionnaire
Please complete this for to be used by all individuals transferring Assets In-Kind to Forge Trust.
Sign with DocuSign
In-Kind Investment or Exchange Request
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.
Open PDF Sign with DocuSign
Other
Distribution Request Kit
Use this form to make a withdrawal payable to yourself. Also use this form if you are requesting an RMD.
Open PDF Sign with DocuSign
Expense Payment Request
Use this form to make a payment from your IRA for an expense of the account (e.g., payments of property taxes or asset expenses, etc).
Open PDF Sign with DocuSign
Fee Payer Application
Use this form to request to be billed and pay fees on behalf of your Forge Trust Co. client(s).
Open PDF Sign with DocuSign
Wire Request
Request a disbursement or distribution via wire transfer.
Sign with DocuSign
Worthless Investment Notification
Use this form if your investment no longer holds value and should be removed from your account.
Open PDF Sign with DocuSign
Important Notice:

We’re moving!

Starting December 12th, Forge Trust will have a new physical AND mailing address. Our new addresses can be found here and is on all our forms. Please use this information when mailing anything to Forge Trust to avoid delays. Mail sent to our previous addresses will temporarily be forwarded.

Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.