Client Resources

Forms

Forms

A
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.
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.)
Used to request a distribution (e.g. RMD, early distribution).
E
Used for paying account and asset expenses like property taxes and maintenance bills.
F
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.
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
Used when a Plan Administrator requests a Letter of Acceptance before performing a rollover.
Attach this form to the Account Application or Deposit Information form if you are rolling over or transferring assets to Madison Trust.
M
This form must be completed by each IRA account holder that is investing into a Multi-Member IRA LLC
P
An explanation of the data that Madison Trust uses in the administering of your account, as well as our privacy guidelines.
Q
Used for the charitable distribution of cash/assets from your Madison Trust IRA.
R
Use this form to re-register an IRA asset from your former Custodian to Madison Trust.
Use this form to recharacterize a contribution or conversion you made to your IRA.
Use this form to re-register an IRA asset from your Madison Trust IRA custodial account to your IRA LLC.
Use this form to re-register an IRA asset from your Madison Trust IRA custodial account to your IRA Grantor Trust.
Important points and guidelines when investing your IRA in real estate.
Used to give another person access to your account information.
Used to give Investment Sponsors access to your account information.
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.
S
This form is used when you want Madison Trust to sell an asset on your behalf.
This form is filled out by an employer when opening a SEP IRA.
This form is filled out by an employer when opening a SIMPLE IRA.
T
This form is used to transfer cash or assets in-kind from another IRA Custodian to Madison Trust.
This form is used in conjunction with the Inherited IRA Account Application for Entities.
U
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.
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: 9:30AM - 5:30PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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