• IRA Accountholder Information

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  • Contact Information of The IRA Accountholder


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  • Please note: The state of Alabama is experiencing delays and is currently taking approximately 5-6 weeks to form LLCs. Broad Financial offers a product (the Ultimate IRA Trust®) similar to the Ultimate IRA LLC®, which is not filed with the state and therefore not subject to this delay. To apply for the Ultimate IRA Trust® instead, click HERE.

     

  • 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 state of Florida is experiencing delays and is currently taking approximately 3-4 weeks to form LLCs. 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 this delay. 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 Pennsylvania is experiencing delays and is currently taking approximately 1 month to establish new LLCs. 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 this delay. 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.

     

  • Ultimate IRA LLC® Details

  • 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.

  • 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, notice, or demand required or permitted by law to be served on behalf of the business.
    • ctCorpConsent 

    • REGISTERED AGENT SERVICE NOTICE OF CONSENT

    • enterRaContactInfo 

    • Enter The Registered Agent's Contact Information

    • Contact Person


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

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  • Additional Members/Managers

    • Additional Member/Manager 1 

    • Please Enter Their Contact Information

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    • Additional Member/Manager 2 

    • Please Enter Their Contact Information

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    • Additional Member/Manager 3 

    • Please Enter Their Contact Information

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    • Additional Member/Manager 4 

    • Please Enter Their Contact Information

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

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  • Additional Information

    (Optional)

  • Payment Information

    • hideIfEprOnly 

    • 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.

    • Promotion Code is only applied when you elect to pay in full.

    • 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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      Credit Card Details
    • showIfEprOnly 
    • showTotalDue 
    • Clear
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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.
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