• DEMO - Ultimate IRA Trust® Application

  • IRA Accountholder Information

  • When entering the name above, enter it exactly as it appears on government-issued ID. Do not use nicknames, preferred names, or initials.
  • Date of Birth:*
     / /

  • Contact Information of The IRA Accountholder

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

  • DEMO - 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.

  • Additional Trustees

    Trustees are not beneficiaries or inheritors. Trustees have full control of all investments.
  • Will the Trust have any additional Trustees?*
    • scAddlTrustee1Info 

    • Please enter the Trustee's information below:

    • Format: (000) 000-0000.

    • Will the Trust have any additional Trustees?*
    • scAddlTrustee2Info 

    • Please enter the Trustee's information below:

    • Format: (000) 000-0000.

    • Will the Trust have any additional Trustees?*
    • scAddlTrustee3Info 

    • Please enter the Trustee's information below:

    • Format: (000) 000-0000.

    • Will the Trust have any additional Trustees?*
    • scAddlTrustee4Info 

    • Please enter the Trustee's information below:

    • Format: (000) 000-0000.

    • Will the Trust have any additional Trustees?*

    •  

      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
    • I authorize Broad Financial to provide my Trust’s documents to Titan Bank, who will then reach out to me to open an account.

  • DEMO - IRA Information

  • Will the IRA at Madison Trust be an inherited IRA?*

  • Additional Information

    (Optional)
  • Looking to invest in:
  • How will you be funding your Self-Directed IRA? (Please select all that apply)

  • DEMO - Payment Information

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    • Payment Options*

    • 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.

    • scShowTotalDue 
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    • Total to be charged today*

      prevnext( X )
      USD
      Debit or Credit Card
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    • Date*
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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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