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When am I required to provide an Asset Valuation of my account?

Posted on: December 10, 2019

We will be reaching out to you in the first week of January each year to request the Fair Market Value of your IRA. You can provide us with this information by logging on to your online account or by completing and submitting an Asset Valuation form. Upon receipt of this information, Madison Trust will notify the IRS of your IRA value via Form 5498. (More information about Form 5498 can be found below.)

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.