Annual Fair Market Valuation

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Annual Fair Market Valuation

Use this form to update the value of an asset held in your IRA.
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How do I complete the Fair Market Valuation form?

Please refer to this tutorial video to assist you with completing your Fair Market Valuation form.

What documents do I need to provide with my Fair Market Valuation form? Who can I call to help me value my assets?

A detailed overview of what supporting documentation can be found in the Valuation Quick Reference Guide. If you are unsure of how to obtain the requested documents, you may want to seek assistance from a Third Party Valuator. Vantage has a Resource List with companies that are familiar and have worked with Self-Directed IRAs. All clients are strongly encouraged to perform their own due diligence and consult with their chosen attorneys, accountants, and financial advisors before entering into any type of agreement.

When can I expect the updated asset value to be reflected in my IRA?

Once Vantage has received the Fair Market Valuation and all supporting documents in good order, your asset value will be updated within 10 business days.  You can expect to receive an email confirmation once your request has been processed.

When is my Fair Market Valuation due? And when do I receive my tax forms?

Please reference Vantage’s End of Year Deadlines and important dates.