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In-Kind Investment or Exchange Request Form

Complete this form to move assets from your IRA to your IRA LLC or from your IRA LLC to your IRA, or if you wish to exchange an asset currently held in your IRA with another asset.

To move assets from your IRA LLC to your IRA account, please complete Section 2 and 3a.

To exchange an asset currently held in your IRA with another asset, please complete Section 3 and 3a.

If you are moving assets from your IRA to your IRA LLC, you also need to complete the Prohibited Transaction Questionnaire form.

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: For In-Kind Investment/Asset Movement Requests: Transfers-Out@ForgeTrust.com
For Exchange Requests: Investments@ForgeTrust.com
Fax: For In-Kind Investment/Asset Movement Requests: (650) 745-2932
For Exchange Requests: (650) 745-2929
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