Find the forms you need. From opening a new account to managing your account or Real Estate Investment and Maintenance forms.The offer to purchase and the deed must be in the name of the custodian for the benefit of the IRA account holder. The Register of Deeds Office serves as custodian and manager of a large number of public records, including deeds, deeds of trust, and subdivision plats. Self-directed IRA owners are permitted to lend money from their IRA or use IRA funds to invest in promissory notes, trust deeds and mortgages notes. A Satisfaction of Security Instrument is a document that shows an individual has paid a deed of trust or a mortgage in full. Investors may rollover or transfer cash or assets held in existing individual retirement accounts for investment in alternative assets at Forge Trust. On this form "Forge Trust" means Forge Trust Co. and its affiliates. Forge, the marketplace for trading private company shares formerly known as Equidate, announced that it will be acquiring custodial trust company IRA Services. Additionally, our trust company subsidiary, Forge Trust, is subject to minimum capital requirements of the State of South Dakota, in which it is chartered.