Manage your account

• How do I change my account package and digital custody fees?
• Distributions & Transfers for IRA-owned single member LLCs or Trusts
• Fair Market Valuation (FMV) Forms
• Frequently Asked Questions: Fair Market Valuation (FMV)
• How do I avoid transfer delays?
• What does the transfer roadmap consist of?
• On which days are distributions processed?
• How do I take a distribution from my Choice by KT account?
• How do I add, update or change my contact information?
• How do I add, update or change my payment information?
• How do I add, update or change the Account Designated Representative (ADR) or interested party information on my Choice by KT account?
• How do I add, update or change beneficiary information on my Choice by KT account?
• How can I receive a statement?
• How do I convert a Traditional IRA to a Roth IRA?
• Once I submit funds, is the cash in my account available immediately?
• Can I open a self-directed IRA, contribute for the current year, and also contribute for the previous year?
• What are my fees?
• If I am 72 or older (70 ½ if you reached 70 ½ before January 1, 2020) and do not have enough cash in my Choice by KT account to take the Required Minimum Distribution (RMD), what are my options?
• When will I receive Form 1099 for tax purposes?
• When will I receive Form 5498 for tax purposes?
• I received my year-end valuation letter from Choice by KT. Can I email the completed valuation to you instead of mailing it in?
• What happens if I miss the deadline to turn in my account’s fair market valuation?
• Can an asset's fair market value (FMV) be the value listed on my K-1?
• How do I transfer an existing note?
• How do I transfer an asset out of my account?
• When will I receive a 1099?