For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.
The new Forge Trust customer portal experience will be coming soon!
Forge Trust will be closed Monday, May 30th in observance of Memorial Day. We will re-open Tuesday, May 31st at 7 AM PST.
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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 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.