The Fair Market Valuation Form (“FMV Form”) is used to document the value of an asset. As Custodian, we require that a FMV Form be submitted to update and or acknowledge, the value of your IRA asset(s) each year to ensure proper tax reporting. Please note that you should not interpret our reporting of your investment’s FMV as a guarantee of liquidity or as an opinion of the accuracy of the valuation.



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