Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Forge Trust will be closed on Christmas Day, Wednesday, December 25th. We will re-open on Thursday, December 26th, at 8 AM Central.
Important Dates to Remember:
January 10th is the deadline for submission of valuations to reflect on 2024 statements.
IMPORTANT – Please Read!
Not every custodian will accept electronic signatures. Please confirm with your current custodian before completing this form.
If your custodian will not accept an electronic signature, you will have to print and sign. We will reach out to you with instructions on how to submit your signed Transfer Authorization. Not doing so could cause the request to be delayed, and a physical signature will be required to restart the transfer process.
You will be required to upload a current statement when submitting your request.
