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.
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.
STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
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