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How do I transfer funds from my IRA LLC to a different IRA custodian (other than Madison)?

Posted on: December 10, 2019

First, funds must move from your IRA LLC to your Madison IRA. Then, Madison will send funds to the receiving custodian.

Send funds from your IRA LLC to Madison Trust using the Delivery Instructions.
Provide Madison with a Deposit Information form, documenting the source of funds. In Section B you will select “Deposit from IRA LLC”.
Contact the receiving custodian and complete their non-ACAT Transfer Paperwork.
Madison will send funds to the receiving custodian upon receipt of their transfer paperwork.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.