You cannot use the portal and will be required to complete and submit one of the forms below if you:
You may be subject to a $35 adminstrative fee.
IRA LLC Valuation
Use this form if your account holds an IRA LLC.
If your IRA LLC is invested in real estate, complete this form – do not complete the form below.
Real Estate Valuation
Use this form if you hold real estate directly in your IRA.
If you hold real estate in an IRA LLC, do not complete this form – you must complete the form listed above.
IRA Asset Valuation
Please use this form for all other asset types. Please be aware that Notes and Precious Metals do not require annual valuations.