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Client Resources
Madison makes investing with a Self Directed IRA a simple and rewarding experience. As you progress with your account, you may need to access certain forms or administrative information. Here is a list of the most commonly needed resources. If there is something that you need that you don’t see here, please contact us at your earliest convenience.
Forms
In every investment account, forms are the driving vehicle for transactions and administration. The most commonly used forms include the account application, investment authorization, and distribution request. Here is a link to all the forms in one convenient location.
Processing Timeframes
Processing timeframes are important to understand the timetable for account transactions and how quickly funds will typically be made available.
Account Maintenance
When using a self-directed investment account, the account itself will require a minimal amount of routine administration. This includes asset valuation, tax reporting, and changing beneficiaries.
Delivery Instructions
Here you can access detailed delivery instructions for sending documentation, checks, or wires to Madison Trust.
Fee Schedule
This is an up-to-date PDF detailing possible account fees including annual maintenance fees, wire fees, and transaction fees.