How do I transfer additional funds from another IRA to my IRA LLC?

Posted on: December 10, 2019

First, funds must move from the outgoing IRA Custodian to your Madison IRA. Then, Madison will invest the funds into your IRA LLC.

  1. Please complete a Transfer Authorization form and attach a recent account statement from the outgoing custodian. Provide Madison with a copy of the form via Madison’s secure upload portal.
  2. Contact your outgoing custodian to liquidate the account.
  3. Provide Madison Trust with an Investment Authorization, instructing Madison to send the funds to your IRA LLC.