PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
Forge Trust
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal

Contact Us

PLEASE NOTE:     5498's are available online on the Client Portal

Please use the form below to let us know how we can assist you. Please indicate the appropriate category in the drop down menu so we can properly direct your inquiry. Files such as forms, documents and pdf’s can be uploaded along with your inquiry.

If you prefer to call us, you can reach us at:

Phone: (800) 248-8447

Our business hours:

Monday-Friday
7:00 AM - 5:00 PM PST

For a form to initiate a request, please visit our Forms section.

If you have a question, please visit our FAQ’s section.

To make a fee payment, please use e-bill express. 

If you’re looking to submit a valuation, please visit our Valuation Portal.

Headquarters

Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103

Phone:(800) 248-8447
Fax:(605) 385-0050

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Acceptable file types (extensions) are: pdf, doc, docx, jpg, and png
Maximum file size: 12 MB
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To submit documents to Forge Trust for processing, use one of the following addresses dependent on method of delivery:

Operations Center

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

Express Delivery Address

Forge Trust
1160 Industrial Road, Suite 1
San Carlos, CA 94070-4128

If you prefer to call us, you can reach us at:

Phone: (800) 248-8447

Our business hours:

Monday-Friday
7:00 AM - 5:00 PM PST

For a form to initiate a request, please visit our Forms section.

If you have a question, please visit our FAQ’s section.

To make a fee payment, please use e-bill express. 

If you’re looking to submit a valuation, please visit our Valuation Portal.

Headquarters

Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103

Phone:(800) 248-8447
Fax:(605) 385-0050