Address Change – Checkbook IRA
If you change your primary address, phone number, or e-mail address, you will want to update the following entities related to the IRA account and IRA-owned LLC or trust entity comprising your Checkbook IRA.
Safeguard Advisors
Please complete our Client Contact Information Update form.
Forge Trust Co.
You will want to update the IRA account and perhaps the address of your IRA beneficiaries if they have also moved with you.
Account Owner Information Change – DocuSign
Account Owner Information Change – PDF Form
Beneficiary Designation or Changes – DocuSign
Beneficiary Designation of Changes – PDF Form
State LLC Filing (LLC Only)
Contact the Secretary of State where your LLC is registered. You will need to change the mailing address on file with the state.
If you are serving as registered agent for the LLC, you will need to update that information as well. If you are moving out of state, you will need to appoint a registered agent for notice of service with a physical address within the state. Safeguard can establish discounted service with Registered Agents, Inc. on your behalf. Please email [email protected] to learn more.
IRS
Notify the IRS of your address change using form 8822b.
You are only updating the Business Location (box 3) since the LLC has no other filings. Use the EIN of the LLC in box 4b
Other Vendors of the LLC
Banking relationships
Insurance provider
Transaction counter-parties
Etc.