• Ultimate IRA LLC® Application

  • IRA Accountholder Information

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  • Ultimate IRA LLC® Details

  • Broad Financial will create an LLC which will be owned by your IRA at our sister company, Madison Trust Company. Upon completing this application you will be sent an email with a link to open an IRA at Madison Trust.

  • Broad Financial will create an LLC which will be owned by your IRA at Madison Trust Company.

  • Please provide three choices of names for your Ultimate IRA LLC®. (Choose unique names if you wish to avoid delays.)

    • The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
    • Please do not include the words "Crypto", "IRA", "Retirement", "Inc", "Corp" or "Trust".
    • The name must end with "LLC". If you do not include it, we will add it for you.

  • Please note: The CA Franchise Tax board charges all LLCs an annual franchise tax of $800.00 and the CA Secretary of State charges all LLCs a biennial fee of $20. Broad Financial offers a product (the Ultimate IRA Trust®) similar to the Ultimate IRA LLC®, which is not filed with the state and therefore is not subject to the reporting requirements and fees listed above. To apply for the Ultimate IRA Trust® instead, click HERE.

     

  • Please note: The Massachusetts Corporations Division requires every LLC to file an annual report. The filing fee for this report is $500. Broad Financial offers a product (the Ultimate IRA Trust®) similar to the Ultimate IRA LLC®, which is not filed with the state and therefore is not subject to the reporting requirements and fee listed above. To apply for the Ultimate IRA Trust® instead, click HERE.

     

  • Please note: The State of Tennessee requires every LLC to file an annual report. The filing fee for this report, along with the annual Franchise/Excise Tax is a minimum $400. Broad Financial offers a product (the Ultimate IRA Trust®) similar to the Ultimate IRA LLC®, which is not filed with the state and therefore is not subject to the reporting requirements and fees listed above. To apply for the Ultimate IRA Trust® instead, click HERE.

     

    • scRegisteredAgent 

    • Registered Agent

    • A Registered Agent is a business or individual located in the same state as the LLC's registration, who agrees to receive legal documents, notices, or demands required or permitted by law to be served on behalf of the business. The Registered Agent will notify you if they receive any of the above.

      This is the only purpose of the Registered Agent; they do not fill out reports or perform any other duties.

    • scCtCorpConsent 

    • REGISTERED AGENT SERVICE NOTICE OF CONSENT

    • scEnterRaContactInfo 

    • Enter the Registered Agent's Contact Information

    • Contact Person


    •
    • scEnterRaContactInfo 

    •   The Registered Agent address must be located in the same state as the LLC state selected above.

    • IsRaStateMatchesLlcState is a checkbox to my right. It is visible, but not displayed, using CSS. It must be checked in order to proceed.

      CSS =

      #id_271,
      #input_271,
      #label_input_271_0::before {
             display: none !important;
      }

    • scLlcPhysicalAddress 

    • LLC Address

      Please enter the business address for this LLC. This may be different than the Registered Agent address.
    • scLlcCounty 
    • scPhysicalCounties 
    • scEnd 

  • Additional Members/Managers

  • Beneficiaries: You will prompted to add beneficiaries at a later time. 

    Members are owners of the LLC and do not need to be Managers.

  • Element below is #input_452: The Member of this LLC will be [name]'s IRA.

  • Element above is #input_454: Will the second member be a second IRA belonging to [name]?

    Element below is: [isSecondIraAccount] - #input_96

  • {input454} *

  • Managers have full control of all investments inside of the LLC and do not need to be Members.

  • Element above is: #input456: [name] will be a Manager of this LLC.

    • scAdditional Member/Manager 1 

    • Please Enter Their Contact Information

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    • Element below is #input_486: For faster processing, please upload a copy of {additionalMemberMgrName1}'s photo ID below. If you don't upload {additionalMemberMgrName1}'s photo ID here, your welcome email will include a link for you to upload the ID on our secure uploads portal.

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    • scAdditional Member/Manager 2 

    • Please Enter Their Contact Information

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    • Element below is #input_491: For faster processing, please upload a copy of {additionalMemberMgrName2}'s photo ID below. If you don't upload {additionalMemberMgrName2}'s photo ID here, your welcome email will include a link for you to upload the ID on our secure uploads portal.

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    • scAdditional Member/Manager 3 

    • Please Enter Their Contact Information

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    • Element below is #input_499: For faster processing, please upload a copy of {additionalMemberMgrName3}'s photo ID below. If you don't upload {additionalMemberMgrName3}'s photo ID here, your welcome email will include a link for you to upload the ID on our secure uploads portal.

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    • scAdditional Member/Manager 4 

    • Please Enter Their Contact Information

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    • Element below is #input_502: For faster processing, please upload a copy of {additionalMemberMgrName4}'s photo ID below. If you don't upload {additionalMemberMgrName4}'s photo ID here, your welcome email will include a link for you to upload the ID on our secure uploads portal.

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    • Please complete the application. We will contact you to get information regarding the Member(s)/Manager(s) not yet added.

    • scEndCollapse 

  • IRA Information

  • Additional Information

    (Optional)

  • Payment Information

    • scHideIfCboe 
    • scShowYouSaved 
    • scHideIfEprOnly 

    • You indicated that you want to pay in full from your IRA. However, this option is not available for LLCs with more than one member. Please continue below to process the payment now.

    • Note: If the balance is not received from your IRA at Madison Trust within 14 days of placing your order, it will automatically be charged to your credit card.

    • scPaymentInfo_HideIfEprOnly 
    • prevnext( X )
      USD
      Credit Card Details
    • scShowIfEprOnly 
    • scShowTotalDue 
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    • After submitting this application you will be redirected to sign the following form(s):

      • Form SS-4 - application for Employer ID number. Just enter your SS # and sign. 
      • LLC state consent form. This allows us to file for the LLC on your behalf.
      • Expense Payment Request form. This completes your request to pay the balance due from your IRA.
    • scHiddenLogic 
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    • scEndCollapse 
    • Should be Empty: