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What Is a Checkbook IRA?
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About
Team
Reviews
Madison Advantage
Fast Facts
Self-Directed IRA
Self-Directed IRA Basics
Self-Directed SIMPLE IRA
Self-Directed Roth IRA
Self-Directed IRA Custodian
Self-Directed IRA Rules
What Can a Self-Directed IRA Invest In?
Fees
UBIT
UDFI
Self-Directed SEP IRA
Self-Directed IRA Fees
Self-Directed IRA with Checkbook Control
What Is a Checkbook IRA?
Self-Directed IRA vs. Self-Directed IRA LLC: What’s the Difference?
How to Open a Self-Directed IRA
Prohibited Transactions
Sponsors Hub
The Future of Funding: SDIRAs
Download Your FREE Guide
Assets
Real Estate
How to Buy Real Estate with a Self Directed IRA
Non-Recourse Loans
Promissory Notes
Private Placements
Private Business/LLC
Gold/Precious Metals
Crowdfunding & Startups
Information Center
FAQs
General Questions
Opening Your IRA
Funding Your IRA
Investing Your IRA
Funding Your Self-Directed IRA: Contribution Limit, Deadline, and Procedure
Distributions
Roth Conversions
Fees
Tax Forms
Ongoing Account Maintenance
Webinars
Blog
Self-Directed IRA Resources
Comparison Calculator
How to Flowcharts
Directed Trust
Directed Trust Information
Directed Trust: The Case for South Dakota
Why You Should Consider a Directed Trust
Holidays Observed
Visualizations
Client Resources & Forms
Forms
Processing Timeframes
Account Maintenance
Delivery Instructions
Fee Schedule
New Client Portal Enrollment Tutorial
Articles
Contact Us
close
Client Resources
Forms
Forms
A
Account Application
or download pdf form
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.
B
Beneficiary Designation or Changes
Designate or change the beneficiaries for your retirement account.
C
Credit Card Form
Used to charge account fees to your credit card instead of deducting them from the account itself.
Cryptocurrency Investment Acknowledgment Form
or download pdf form
This form must be completed by each IRA account holder that is investing into a Cryptocurrency account.
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.
D
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).
E
Expense Payment Request
Used for paying account and asset expenses like property taxes and maintenance bills.
F
Fee Schedule
A full listing of applicable fees.
I
Inherited IRA Account Application for Entities
The initial form used to open a new inherited IRA for an entity.
Inherited IRA Account Application for Individuals
The initial form used to open a new inherited IRA for individual beneficiaries.
Investment Authorization
Use this form to have Madison Trust place an investment on behalf of your IRA.
Investment Authorization for Cboe Digital Clients
Use this form to have Madison Trust fund your Cboe Digital Account.
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.
IRA to IRA Trust Transfer
Use this form to transfer assets from your IRA into your IRA Trust.
IRS Publication 590
IRS document that explains all aspects of the IRA.
IRS Publication 590-A
IRS document that explains contributions to individual retirement arrangements (IRAs).
IRS Publication 590-B
IRS document that explains distributions from individual retirement arrangements (IRAs).
IRS Publication 598
IRS document that explains UBIT (Unrelated Business Income Tax).
L
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.
M
Multi-Member IRA LLC Acknowledgement
This form must be completed by each IRA account holder that is investing into a Multi-Member IRA LLC
O
One and the Same
Use this form to notify Madison Trust of any name differences on your account(s).
P
Precious Metals List
A list of precious metals that Madison Trust will accept.
Privacy Notice
An explanation of the data that Madison Trust uses in the administering of your account, as well as our privacy guidelines.
Q
Qualified Charitable Distribution Request
Used for the charitable distribution of cash/assets from your Madison Trust IRA.
R
Recharacterization Request
Use this form to recharacterize a contribution or conversion you made to your 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 Madison Trust IRA custodial account to your IRA LLC.
Re-Registration Confirmation (IRA Trust Version)
Use this form to re-register an IRA asset from your Madison Trust IRA custodial account to your IRA Grantor 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.
Representative Authorization for Investment Sponsors
Representative Authorization Form for Investment Sponsors and Interested Parties.
Roth Conversion Request
This form is used when you want to convert a Traditional, SIMPLE, or SEP IRA into a Roth IRA.
S
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.
T
Transfer Authorization
This form is used to transfer cash or assets in-kind from another IRA Custodian to Madison Trust.
Trust Certification for Inherited IRA
This form is used in conjunction with the Inherited IRA Account Application for Entities.
U
Update Your Account Information
Change your address, phone number, and/or email address.
You've got questions? We've got answers!
Reach out to our team, and we’ll answer any questions you may have.
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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