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Transfer Authorization Kit

This kit contains instruction, Transfer Authorization Form and Incoming Asset Questionnaire Form for you to transfer cash and/or assets in-kind from another IRA custodian. Both forms are required.

PDF Download

Please fill out the form manually by downloading the PDF.  'Wet signature' is required for the form.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Fax: (650) 745-2907
Regular Mail: Forge Trust
P.O. Box 7080, San Carlos, CA 94070-7080
Overnight Mail: Forge Trust
1160 Industrial Road, Suite 1,
San Carlos, CA 94070-4128
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