How do I transfer my existing IRA to Madison Trust Company?

Posted on: December 10, 2019

You will complete a Transfer Authorization form and attach a recent account statement from your current IRA Custodian. Madison will forward the Transfer Authorization form to your current IRA Custodian, who will perform a direct trustee-to-trustee transfer, whereby they’ll send a check or wire to your Madison IRA. Direct transfers are generally not reported to the IRS.