Forms

A

Account Application
The initial form used to open a new account.

Account Disclosure – Roth IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

Account Disclosure – SIMPLE IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

Account Disclosure – Traditional and SEP IRA
General account information regarding fees, taxes, investments, and prohibited transactions.

B

Beneficiary Designation or Changes
Designate or change the beneficiaries for your retirement account.

C

Credit Card Form
Used to charge account fees to your credit card instead of deducting them from the account itself.

Cryptocurrency Investment Acknowledgment Form or download pdf form
This form must be completed by each IRA Accountholder that is investing into a Cryptocurrency account.

Custodial Agreement – Roth IRA
The full agreement between the Custodian and the Roth IRA accountholder.

Custodial Agreement – SIMPLE IRA
The full agreement between the Custodian and the SIMPLE IRA accountholder.

Custodial Agreement – Traditional and SEP IRA
The full agreement between the Custodian and the Traditional or SEP IRA accountholder.

D

Delivery Instructions for Documents, Checks, & Wires
For sending correspondence, documents, or payments.

Deposit Information
Used to make a deposit into your account, (e.g. contribution, rollover, or investment income.)

Distribution Request or download pdf form
Used to request a distribution (e.g. RMD, early distribution).

E

Expense Payment Request or download pdf form
Used for paying account and asset expenses like property taxes and maintenance bills.

F

Fee Schedule
A full listing of applicable fees.

I

Inherited IRA Account Application for Entities
The initial form used to open a new inherited IRA for an entity.

Inherited IRA Account Application for Individuals
The initial form used to open a new inherited IRA for individual beneficiaries.

Investment Authorization or download pdf form
Use this form to have Madison place an investment on behalf of your IRA.

Investment Authorization for Cboe Digital Clients
Use this form to have Madison fund your Cboe Digital Account.

Investment Document Requirements
A complete list of all supporting documentation required for various types of investments.

IRA Asset Valuation
Use this form to submit your annual asset valuation.

IRA LLC Amendment and Resolution
This form is used to transfer an IRA LLC from your former Custodian to Madison Trust.

IRA to IRA LLC Transfer
Use this form to transfer assets from your IRA into your IRA LLC.

IRA to IRA TRUST Transfer
Use this form to transfer assets from your IRA into your IRA Trust.

IRS Publication 590
IRS document that explains all aspects of the IRA.

IRS Publication 590-A
IRS document that explains contributions to individual retirement arrangements (IRAs).

IRS Publication 590-B
IRS document that explains distributions from individual retirement arrangements (IRAs).

IRS Publication 598
IRS document that explains UBIT (Unrelated Business Income Tax).

L

Letter of Acceptance Request
Used when a Plan Administrator requests a Letter of Acceptance before performing a rollover.

List of Assets Being Transferred
Attach this form to the Account Application or Deposit Information form if you are rolling over or transferring assets to Madison Trust.

M

Multi-Member IRA LLC Acknowledgement
This form must be completed by each IRA Accountholder that is investing into a Multi-Member IRA LLC

P

Privacy Notice
An explanation of the data that Madison Trust uses in the administering of your account, as well as our privacy guidelines.

Q

Qualified Charitable Distribution Request
Used for the charitable distribution of cash/assets from your Madison Trust IRA.

R

Re-Registration Confirmation (Custodial Version)
Use this form to re-register an IRA asset from your former Custodian to Madison Trust.

Recharacterization Request

Use this form if you wish to re-characterize a contribution or conversion.

Re-Registration Confirmation (IRA LLC Version)
Use this form to re-register an IRA asset from your Madison Trust IRA custodial account to your IRA LLC.

Re-Registration Confirmation (IRA Trust Version)
Use this form to re-register an IRA asset from your Madison Trust IRA custodial account to your IRA Grantor Trust.

Real Estate Investing
Important points and guidelines when investing your IRA in real estate.

Representative Authorization
Used to give another person access to your account information.

Representative Authorization for Investment Sponsors
Used to give Investment Sponsors access to your account information.

Roth Conversion Request
This form is used when you want to convert a Traditional, Simple, or SEP IRA into a Roth IRA. It is also used when you want to undo a Roth conversion.

S

Sale of Asset
This form is used when you want Madison trust to sell an asset on your behalf.

SEP IRA Employer Agreement
This form is filled out by an employer when opening a SEP IRA.

SIMPLE IRA Employer Agreement
This form is filled out by an employer when opening a SIMPLE IRA.

T

Transfer Authorization
This form is used to transfer cash or assets in-kind from another IRA Custodian to Madison Trust.

Trust Certification for Inherited IRA
This form is used in conjunction with the Inherited IRA Account Application for Entities.

U

Update Your Account Information
Change your address, phone number, and/or email address.