What forms do I use

Find the form you need based on what you want to do.

How do I open a new account?
Use the Account Application form.

How do I add or change beneficiaries?
Use the Beneficiary Designation or Changes form.

How do I transfer existing retirement funds to my Madison Trust account?
– If you are transferring cash or assets directly from another IRA, use the Transfer Authorization form.

– If you are rolling over cash or assets from a qualified retirement plan (e.g. 401(k)), making an indirect rollover, or making a contribution, then use the Deposit Information form. (Note: If you are transferring funds at the time of opening your account, then you can skip the Deposit Information form and instead fill in the relevant information on the Account Application.)

How do I place an investment?
Use the Investment Authorization form.

How do I pay a bill from my IRA?
Use the Expense Payment Request.

How do I move funds from my IRA into my IRA LLC?
Use the Investment Authorization form.

How do I move funds from my IRA LLC to my IRA?
Use the Deposit Information form.

How do I transfer funds from my IRA at Madison Trust to a different IRA?
You don’t need any Madison Trust forms for this kind of transfer. Rather, you will be using forms from the Custodian to which you’re transferring the funds.

How do I take a distribution from my IRA?
Use the Distribution Request form.

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