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Deposit Notification Form

Use this form for any deposit other than a custodian to custodian transfer.

Our policy is that deposits, in the form of checks, will be held for 3-5 business days (depending on where the check is from) before the funds will be available for investment or disbursement. We will not accept third-party checks, therefore your check must be made payable to “IRA Services Trust Company.”

If you are depositing cash, including for bill pay, or rolling over assets to Forge Trust Co., please complete and submit this form. Please make checks payable to “IRA Services Trust Company FBO Client Name” and reference the account number on the memo line.

If it is a rollover check and the check is made out to your name, please deposit it into your bank account and write a check payable to “IRA Services Trust Company FBO Client Name” drawn against your bank account.

You can submit the form by using one of the following methods.

DocuSign

This is the preferred way to complete the form.  You can fill out the form online and sign it electronically by DocuSign.

DocuSign is a fast and secure way to process your form. It allows you to digitally sign forms without having to go through the hassle of downloading software or mailing the originals.

You will receive an email with a copy of the form after signing is completed.  There is no need to mail in the form.

Click here to DocuSign Form

 

PDF Download

If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Email: Deposits@ForgeTrust.com
Fax: (650) 745-2942
Regular Mail: Forge Trust
P.O. Box 7080, San Carlos, CA 94070-7080
Overnight Mail: Forge Trust
1160 Industrial Road, Suite 1,
San Carlos, CA 94070-4128
Click here to Download Form