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

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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

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Open a New Account
401(k) Account Acceptance for Self-Employed only
Acknowledgement and signature of acceptance of the terms of a 401(k) account agreement
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401(k) Account Application kit for Self-Employed only
Use this application to open your Forge Trust Self-Employed 401(k) Traditional or Roth account
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Account Acceptance
Acknowledgement and signature of acceptance of the terms of an IRA account agreement
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Account Disclosure Information
This disclosure will provide you with information about your self‐directed account and your requirements for managing the account.
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Application Kit
This kit includes all the necessary forms and instructions to establish a Self-Directed IRA account.
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Coverdell Education Savings Account Application Kit
Use this application to open a new Coverdell Education Savings Account.
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Coverdell ESA Custodial Agreement
This is the custodial agreement for Coverdell Education Savings Accounts.
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E-Sign Disclosure and Consent Agreement
Complete and submit this form so you can enroll online for a Forge Trust Account.
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Fee Schedule and Financial Disclosure
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Inherited IRA Form
Complete this form if you are establishing an Inherited or Beneficiary IRA. Attach it to the Account Application form.
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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).
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Roth IRA Custodial Agreement
Custodial agreement for Roth accounts.
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SEP IRA Employer Agreement
This form must be completed by the employer and submitted with the Account Application Form.
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SIMPLE IRA Custodial Agreement
Custodial agreement for SIMPLE accounts.
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SIMPLE IRA Employer Agreement
This form must be completed by the employer and submitted with the Account Application Form.
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Traditional and Roth IRA Combined Disclosure Statement
Disclosure statement required by federal tax regulations.
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Traditional IRA Custodial Agreement
Custodial agreement for Traditional accounts.
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Fund Your Account
Account Funding Guide
Use this guide to learn about the multiple options for getting cash or existing investments into your Forge Trust account.
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Delivery Information
Wire instructions, checks & document instructions, DTC asset delivery instructions and contact information.
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Deposit Notification
Use for any deposit other than a custodian to custodian transfer. Checks will be held for 3-5 business days. All checks must be made payable to "Forge Trust Co. FBO [Client Name]" and we will NOT accept any third party checks.
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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.
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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.
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Letter of Acceptance Request
Use this form to request a Letter of Acceptance if your Plan Administrator requires one in order to facilitate a rollover from a qualified retirement plan.
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Transfer Authorization Cash Only Instructions & Form
Complete this form if you wish to transfer cash only from another IRA custodian.
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Transfer Authorization Instructions & Form
Complete this form if you wish to transfer cash and/or assets in-kind from another IRA custodian.
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Make an Investment
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.
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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.
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LLC Agreement and Requirements
Required when requesting an investment in a private, single-member or family IRA LLC. Please review, sign and return with your Investment Authorization.
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Promissory Note Investment Authorization
Complete this form to invest in a Promissory Note. This should accompany any paperwork required to facilitate the investment.
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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.
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Note Modification Authorization
This form is to be completed if you wish to modify the terms of a promissory note.
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BlueVault Investment Authorization
Complete this Investment Authorization packet to authorize your purchase of BlueVault Precious Metals. These should accompany the invoice/purchase order for the investment. The packet also includes the BlueVault Wire Request and BlueVault Depository Expense Payment Request forms.
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Incoming Asset Questionnaire
This form is to be used by all individuals transferring Assets In-Kind to Forge Trust Co.
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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.
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Manage Your Account
Account Owner Information Change
A signature is required on this form to make changes to your address, phone number, and email address.
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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%.
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Name Change
Use this form to notify Forge Trust that your name has changed.
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One and the Same Letter
Use this form to notify Forge Trust of any slight discrepancies in the way your name is listed on your Forge Trust account and the account from which your assets are being transferred.
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Online Account Access Kit
Complete this form if you would like online account access to your account.
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Power of Attorney Affidavit
Use this form to certify the validity and effectiveness of the Power of Attorney (POA) that granted you the power to act on behalf of the account owner of the Forge Trust accounts listed on this form and to indemnify Forge Trust.
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Privacy Notice
List of our policies to maintain your confidentiality.
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Privacy Notice Limit Sharing
Complete this form if you wish to limit sharing
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Representative Authorization
Complete this form if you want to designate an individual as an authorized representative on your account, granting them access to your account information.
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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.
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Worthless Investment Notification
Complete this form if your investment no longer holds value and should be removed from your account.
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Disbursements and Distributions
Distribution Request
Use this form to make a withdrawal payable to yourself. Also use this form if you are requesting an RMD.
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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).
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Liquidation Request
Use this form if you want to liquidate (sell) assets into cash.
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Wire Request
Request a disbursement or distribution via wire transfer.
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Valuations
Private Placement Valuation
This form must be completed by a Sponsor/Issuer of a private investment (e.g. private shares or funds) to provide current valuation information for their investments held at Forge Trust.
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Valuation for LLC (Individual / Family)
You may be able to submit your valuation online without completing any forms. You must use this form if you have a Traditional IRA and are 72 years old or older or if you have an inherited IRA and are required to take a distribution or if this is for a Roth conversion or other taxable event.
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Valuation for other IRA Assets
You must submit valuations annually to report the fair market value of your assets. Do NOT use this form for Private LLC or Real Estate Valuations if your asset can be updated using our Online Valuation.
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Valuation for Real Estate
Use this form to report the fair market value of real estate property.
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Valuation Guide
Review this guide to learn more about what is required to submit a valuation.
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Worthless Investment Notification
Complete this form if your investment no longer holds value and should be removed from your account.
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IRS Documents
IRS Publication 590-A
IRS Publication for Contributions to Individual Retirement Arrangements (IRAs)
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IRS Publication 590-B
IRS Publication for Distributions from Individual Retirement Arrangements (IRAs)
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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.