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SEP or SIMPLE IRA Account Application Kit


Complete one Account Application per individual applying for an account, per account type.

Please review the fee schedule, agreements and disclosures here.

In addition to account application form, you are required to submit IRA Employer Agreement to us.

If you open a SEP IRA, SEP IRA Employer Agreement must be completed by the employer and submitted with the Account Application Form.

If you open a SIMPLE IRA, SIMPLE IRA Employer Agreement must be completed by the employer and submitted with the Account Application Form.

 

You can open the account by using one of the following methods.

 

Online

After you fill out all the required information online, your account will be opened.

Please also send in the employer agreement form listed above.

Click here to Open Account Online

 

DocuSign

You 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.  Please also send in the employer agreement form listed above.

Click here to DocuSign Form

 

PDF Download

You 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.

Please also send in the employer agreement form listed above.

Email:

NewAccounts@ForgeTrust.com

Please also submit Account Acceptance Form by DocuSign.

Fax:

(650) 745-2902

Please also submit Account Acceptance Form by DocuSign.
Regular Mail:

Forge Trust
P.O. Box 7080, San Carlos, CA 94070-7080

Please include a copy of your photo ID.
Overnight Mail:

Forge Trust
1160 Industrial Road, Suite 1,
San Carlos, CA 94070-4128

Please include a copy of your photo ID.
Click here to Download Form