• Ultimate IRA Trust® Application

  • IRA Accountholder Information

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  • Contact Information of The IRA Accountholder


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  • Ultimate IRA Trust® Details

  • Broad Financial will create a trust which will be held 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 a trust which will be held by your IRA at Madison Trust Company.

  • Please provide a name for your Ultimate IRA Trust®.

    • The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
    • The trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”.
    • Please do not include the words “Crypto”, “IRA” or “Retirement”.
    • The name must end with "Trust". If you do not include it, we will add it for you.

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

    CSS =

    #id_542,
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  •   The trust name may not include the words “Crypto” or “Retirement”. Please fix the trust name in order to continue.

  •   The trust name may not end with any of the following: “Inc”, “Corp”, “LLC”, “PLLC”, “LC” or “PA”. Please fix the trust name in order to continue.

  • “IRA” appears in the trust name. Some financial institutions may think the trust itself is an IRA and refuse to open an account.
    We recommend choosing a different name. If it’s incidental (e.g., it’s part of another word), you can proceed.

  • Additional Trustees

    Trustees are not beneficiaries or inheritors. Trustees have full control of all investments.
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    • Please enter the Trustee's information below:


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    • scAddlTrustee2Info 

    • Please enter the Trustee's information below:


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    • scAddlTrustee3Info 

    • Please enter the Trustee's information below:


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    • scAddlTrustee4Info 

    • Please enter the Trustee's information below:


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      Please complete the application. We will contact you to get information regarding the Trustee(s) not yet added.

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    • Bank Account

    • Titan Bank is a checkbook control banking institution providing comprehensive services to self-directed investors. Specializing in IRA Trust checking accounts, Titan Bank is knowledgeable on the intricate workings of Self-Directed Checkbook accounts.

      Titan Bank is delighted to offer new customers:

      • Free inbound and outbound wires for the first 25 wires a month
      • Access to more than 35,000 ATMs
      • Free Automated Clearing House (ACH)
      • Provided debit card and free checks upon account’s creation
      • Online wire sending
      • $14.95 monthly fee is waived with a combined minimum balance of $500
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  • IRA Information

  • Additional Information

    (Optional)

  • Payment Information

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    • 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.

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    • After submitting this application you will be redirected to sign the following form:

      • Expense Payment Request form. This completes your request to pay the balance due from your IRA.
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