1. Help Center
  2. Manage your account

Fair Market Valuation (FMV) Forms

Need to fill out a Fair Market Valuation form? You've come to the right place

Based on the assets held in your account, please complete the appropriate form(s) below. Note: if you hold an LLC or Trust, in addition to other alternative assets, you may be required to complete both forms.

For assets such as Real Estate, Private Equity, Hedge Funds, Private Lending or other alternative assets, please complete the Standard FMV Form.

For IRA-Owned LLCs, Trusts or Hold Your Own Keys Trust accounts, please complete the LLC or Trust FMV Form.