• Application for LLC Operating Agreement Only

  • IRA Accountholder Information

  •  / /
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • LLC Details

  • Broad Financial will draft an LLC operating agreement which states the LLC is owned by your IRA at our sister company, Madison Trust Company.

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    • scDoesNotHaveEin 

    • You can apply for an Employer ID number (EIN) by clicking HERE. If you apply for and receive the EIN before completing this application, please select "Yes" to the question above.

      Alternatively, Broad Financial can apply for the EIN on your behalf. We charge $100 for this service.

    • 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 notifies 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.

    • Enter the Registered Agent's Contact Information

    • Contact Person

    • Format: (000) 000-0000.

    •   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.
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    • scLlcCounty 
    • scPhysicalCounties 
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  • Additional Members/Managers

  • Beneficiaries: Beneficiaries are not added to the LLC. They are added to your IRA account at Madison Trust Company instead.

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

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

  • Element above is #input_454: Is the second member 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] is a Manager of this LLC.

    • scAdditional Member/Manager 1 

    • Please Enter Their Contact Information

    •  - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scAdditional Member/Manager 2 

    • Please Enter Their Contact Information

    •  - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scAdditional Member/Manager 3 

    • Please Enter Their Contact Information

    •  - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scAdditional Member/Manager 4 

    • Please Enter Their Contact Information

    •  - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.


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

    • scBankAccount 

    • Bank Account

    • Titan Bank is a checkbook control banking institution providing comprehensive services to self-directed investors. Specializing in IRA LLC 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

    • scHidePromoCode 
    • scShowTotalDue 

    • 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.

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