Fair Market Value Form

Use this form to assign or change the value of an asset. A fair market valuation is also required when you are taking an in-kind asset distribution or converting a Traditional IRA asset to a Roth IRA asset.

An FMV Form is NOT required for: cash assets, publicly traded securities, and interest ONLY Notes.

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Instructions

The Fair Market Valuation Form must be signed and dated by you.

If you are using a third party to evaluate the value of an asset, the valuator must sign and date Section 5 of the form.

The form must be sent to IRAR with acceptable supporting documents.

A separate FMV form must be completed for each asset held in your account, including worthless assets.

An FMV Form is NOT required for: cash assets, publicly traded securities, and interest ONLY Notes.

Transaction Fee

No Transactional Fees

Fee Schedule PDF

Self-Help Article

To comply with the Internal Revenue Code requirement, plan assets must be valued at fair market value, not cost.

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