How do I distribute an asset from my IRA?

Posted on: December 10, 2019

You provide Madison Trust Company with the following items:

  • Distribution Request Form
  • Updated third party certified value (such as an appraisal, letter from investment sponsor, or CPA certified valuation)
  • Some investments will require additional documents (real estate, notes, etc.)

Madison will send an Assignment of Interest to you documenting the transfer of ownership from your IRA to yourself personally.