Forms

The initial form used to open a new account.

General account information regarding fees, taxes, investments, and prohibited transactions.

General account information regarding fees, taxes, investments, and prohibited transactions.

General account information regarding fees, taxes, investments, and prohibited transactions.

Designate or change the beneficiaries for your retirement account.

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.

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

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

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

For sending correspondence, documents, or payments.

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).

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

A full listing of applicable fees.

The initial form used to open a new inherited IRA for an entity.

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.

Use this form to have Madison Trust fund your Cboe Digital Account.

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

Use this form to submit your annual asset valuation.

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

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

Use this form to transfer assets from your IRA into your IRA Trust.

IRS document that explains all aspects of the IRA.

IRS document that explains contributions to individual retirement arrangements (IRAs).

IRS document that explains distributions from individual retirement arrangements (IRAs).

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

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.

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

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

Used for the charitable distribution of cash/assets from your Madison Trust IRA.

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.

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.

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.

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