In observance of Independence Day, our offices will be closed on Friday, July 4, 2025. We will resume regular business hours on Monday, July 7. Clients can visit myEQUITY at any time to see status updates, submit new requests, and receive up-to-date information regarding accounts.
If you are a former Midland Trust client, please click here to log in to your account. Looking for account resources? Click here
You may have recently received a notice indicating that your IRA may have incurred unrelated business income tax, or UBIT for short. UBIT applies to certain investments within an IRA and needs to be accounted for by filing Form 990-T.
Would you like to learn more about UBIT, including but not limited to the following:
We have created video training and downloadable reports for you, your tax professional, or other members of your financial team to access.
Guides & Video TrainingTo assist you in meeting filing requirements, Equity Trust Company is again offering Form 990-T preparation and IRS required electronic payments through the EFTPS (Electronic Federal Tax Payment System) to our clients for their IRAs.
Please select one of the three required options and follow the instructions for the applicable forms referenced below.
You may complete and submit forms to Equity Trust Company at [email protected]. If your IRA is invested in debt-financed property and/or LLC/LP investment(s), you must select one of the three options and respond prior to the filing deadline to avoid your account being charged a $75 late documentation fee.
Request for Equity Trust to Prepare Form 990-T
Form 990-T Filing Not Required
Other Designated Preparer
1 Equity WayWestlake, OH 44145
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© 2025 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 04/30/2025. 1ici.org, total assets in IRAs as of 12/2024
Terms of UsePrivacy PolicySite Map
© 2025 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 04/30/2025. 1ici.org, total assets in IRAs as of 12/2024
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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