Our offices will be closed on Thursday and Friday, November 22-23 in observance of Thanksgiving. We will reopen for normal business hours on Monday, November 26.

Forms

Self-Directed IRA Forms

Our company is committed to providing ready access to our products, forms and services so all of our customers, including people with disabilities, may use them. Should you require assistance or some type of accommodation in completing our forms due to a disability, please contact our Client Services group at 1-866-928-9394 or by email to Info@StrataTrust.com.

To sign and submit forms electronically, please click on the red Sign button located at the top of the form.


Open a Traditional, Roth or SEP IRA

Open a SIMPLE IRA

Open a Crowdfunding IRA

Fund Your STRATA IRA

Purchase, Transfer or Rollover An Investment

Withdraw From Your STRATA IRA

Account Maintenance

Investment Maintenance

Disclosures