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.

This kit includes all the necessary forms and instructions to establish a Self-Directed 401(k) account, must mail in with a photo ID.

Use this form to make changes to your address, phone number and email address

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%.

Use this form if establishing an Inherited/Beneficiary IRA and submit in addition to Account Application.

Use this form to grant limited authority over your existing retirement account at Forge Trust Co. to your Investment Advisor.

This kit includes all the necessary forms and instructions to establish a Self-Directed lRA account.

Complete this form if you want to be designated as an authorized representative on your client account

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 if transferring cash and/or assets in-kind from another IRA custodian. Requires original signature.

Complete this form if transferring cash only from another IRA custodian. Requires original signature.

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.

Please complete this for to be used by all individuals transferring Assets In-Kind to Forge Trust.

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.

Use this form to make a withdrawal payable to yourself.

Use this form to request an RMD Asset In Kind distribution.

Use this form to initiate an RMD Cash Distribution.