All Forms

Account Application
The initial form used to open a new account.

Account Disclosure – Roth IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

Account Disclosure – SIMPLE IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

Account Disclosure – Traditional and SEP IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

Assignment of Note
Use this form when transferring a secured or unsecured note.

Beneficiary Designation or Changes
Designate or change the beneficiaries for your retirement account.

Change of Address
Change your address, phone number, and/or email address.

Credit Card Form
Used to charge account fees to your credit card instead of deducting them from the account itself.

Custodial Agreement – Roth IRA
The full agreement between the Custodian and the Roth IRA account holder.

Custodial Agreement – SIMPLE IRA
The full agreement between the Custodian and the SIMPLE IRA account holder.

Custodial Agreement – Traditional and SEP IRA
The full agreement between the Custodian and the Traditional or SEP IRA account holder.

Delivery Instructions for Documents, Checks, & Wires
For sending correspondence, documents, or payments.

Deposit Information
Used to make a deposit into your account, (e.g. contribution, rollover, or investment income.)

Distribution Request
Used to request a distribution (e.g. RMD, early distribution).

Expense Payment Request
Used for paying account and asset expenses like property taxes and maintenance bills.

Fee Schedule
A full listing of applicable fees.

Inherited IRA Form – Roth
Used in conjunction with the Account Application form to establish an Inherited IRA.

Inherited IRA Form – Traditional
Used in conjunction with the Account Application form to establish an Inherited IRA.

Investment Authorization
Use this form to have Madison place an investment on behalf of your IRA.

Investment Document Requirements
A complete list of all supporting documentation required for various types of investments.

IRA Asset Valuation
Use this form to submit your annual asset valuation.

IRA LLC Amendment and Resolution
This form is used to transfer an IRA LLC from your former Custodian to Madison Trust.

IRA to IRA LLC Transfer
Use this form to transfer assets from your IRA into your IRA LLC.

IRS Publication 590
IRS document that explains all aspects of the IRA.

IRS Publication 598
IRS document that explains UBIT (Unrelated Business Income Tax).

Letter of Acceptance Request
Used when a Plan Administrator requests a Letter of Acceptance before performing a rollover.

List of Assets Being Transferred
Attach this form to the Account Application or Deposit Information form if you are rolling over or transferring assets to Madison Trust.

Multi-Member IRA LLC Acknowledgement
This form must be completed by each IRA Accountholder that is investing into a Multi-Member IRA LLC

Precious Metals Exchange
Use this form for an even exchange of precious metals

Precious Metals List
Precious metals that can be held in a retirement account.

Precious Metals Transfer
Use to transfer American Eagles from an IRA to an IRA LLC.

Privacy Notice
An explanation of the data that Madison Trust uses in the administering of your account, as well as our privacy guidelines.

Qualified Charitable Distribution Request
Used for the charitable distribution of cash/assets from your Madison Trust IRA.

Re-Registration Confirmation (Custodial Version)
Use this form to re-register an IRA asset from your former Custodian to Madison Trust.

Re-Registration Confirmation (IRA LLC Version)
Use this form to re-register an IRA asset from your former Custodian to your IRA LLC (via Madison Trust).

Real Estate Investing
Important points and guidelines when investing your IRA in real estate.

Representative Authorization
Used to give another person access to your account information.

Roth Conversion and Recharacterization Request
This form is used when you want to convert a Traditional, Simple, or SEP IRA into a Roth IRA. It is also used when you want to undo a Roth conversion.

Sale of Asset
This form is used when you want Madison trust to sell an asset on your behalf.

SEP IRA Employer Agreement
This form is filled out by an employer when opening a SEP IRA.

SIMPLE IRA Employer Agreement
This form is filled out by an employer when opening a SIMPLE IRA.

Transfer Authorization
This form is used to transfer cash or assets in-kind from another IRA Custodian to Madison Trust.

Wire Request (International)
This form is used when you want to send an international wire from your IRA.

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