close
close
(800) 721-4900

Self-Directed IRA Forms

Forms

A
The initial form used to open a new account.
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.
Asset Valuation
Use this form to submit your annual asset valuation.
B
Beneficiary Designation or Changes
Designate or change the beneficiaries for your retirement account.
Borrower Information
Used to gather information on individual borrowers for promissory notes
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.
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 Form - iTrust
Use this form to authorize Madison Trust to send IRA funds to your iTrust account for cryptocurrency investing.
Investment Document Requirements
A complete list of all supporting documentation required for various types of investments.
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
O
Use this form to notify Madison Trust of any name differences on your account(s).
P
A list of precious metals that Madison Trust will accept.
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 recharacterize a contribution or conversion you made to your IRA.
Use this form to re-register an IRA asset from your former Custodian to Madison Trust.
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.
Re-Registration Confirmation (Beneficiary Version)
Use this form to re-register an inherited IRA asset from a deceased account holder to the designated beneficiary.
Important points and guidelines when investing your IRA in real estate.
Used to give another person access to your account information.
Representative Authorization Form for Investment Sponsors and Interested Parties.
This form is used to request a return of excess or ineligible contribution.
This form is used when you want to convert a Traditional, SIMPLE, or SEP IRA into a Roth IRA.
S
This form is used when you want Madison Trust to sell an asset on your behalf.
Use this form to request the sale of a precious metals investment held in your IRA.
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.
Use this form to establish Substantially Equal Periodic Payments.
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.
All Pages Bottom Contact Form

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.

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
magnifiermenuchevron-down