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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
Forge Trust as custodian is prohibited from giving investment related advice. However, we can help you if you have questions about managing your account, conducting transactions, or understanding regulations: you can reach out to us via phone at (800) 248-8447 or via email at info@ForgeTrust.
A custodian must hold the assets in an IRA, whether it's a traditional IRA, Roth IRA or self-directed IRA. That's partly so the IRS can ensure that owners are following contribution limits, age requirements and other IRA rules. For example, the custodian must report early withdrawals to the IRS.
With over 40 years of experience, Forge Trust is a leading custodian for alternative assets and a smart choice for an IRA custodian, expertly supporting investors' alternative investments and unlocking a world of diversified investing opportunities.
Forge Trust Co. is a non-depository trust company that custodies and administers alternative investments in self-directed IRAs to preserve their tax-advantaged status. Forge Trust provides you with the control to select and direct your own IRA investments.
Forge Trust is a non-depository trust company chartered by the State of South Dakota and regulated by the South Dakota Division of Banking. We welcome all types of investors looking for a trusted custodian partner.
Phone Numbers: 613-829-9777 Hours: Administration 9am-4pm by appointment only Email: info@oldeforge.ca Website: .oldeforge.ca Address: 2730 Carling Ave Ottawa, ON K2B 7J1 Map38 more rows •
Formerly IRA Services Trust Co., we are now a subsidiary of Forge Global, the leading global private securities marketplace. Forge Trust is a non-depository trust company chartered by the State of South Dakota and regulated by the South Dakota Division of Banking.