To get started transferring funds for your required minimum distribution (RMD) from your IRA account, please complete the following:
The final RMD amount for 2025 should be published on the Forge Trust client portal, alongside the 2024 year-end statement.
After confirming the amount, log in to your Groundfloor IRA to confirm that you have cash available in Cash on Hand to withdraw this amount.
Please download the form below and complete in its entirety. Make sure you have your IRA account number on hand. The IRA account number is a 6 digit number, provided by Forge Trust.
Email the completed form to support@groundfloor.us and a member of our team will confirm when it has been received. You can also set up a time to chat, Monday through Friday, 9am – 5pm EST.
Please note that our finance department sends funds to Forge on Mondays & Thursdays.
** This process CANNOT be completed through the regular funds transfer process, as IRAs are entirely separate vehicles that are highly regulated.
View the customer support team's calendar here to schedule a chat: https://calendly.com/d/crf2-dk7-kr2/new-meeting