Forms

Steps for opening, funding and directing an investment in your STRATA IRA

Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy

Account, processing and service fees in your STRATA IRA

Steps for opening, funding and directing an investment in your STRATA IRA

Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy

Account, processing and service fees in your STRATA IRA

Instructions and Form 5304-SIMPLE (Non Designated Financial Institution), Participation Notice & Summary Description, and Salary Reduction Agreement

Steps for opening, funding and directing an investment in your STRATA IRA

Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy

Account, processing and service fees in your STRATA Crowdfunding IRA

Purchase (or in-kind transfer or rollover) of a public or private crowdfunding equity investment

Purchase (or in-kind transfer or rollover) of a public or private crowdfunding debt investment

Initiate a direct transfer from an existing IRA to your STRATA IRA

Direct a rollover or transfer of assets in kind

Certify the deposit of a contribution, rollover or investment-related income to your STRATA IRA

Initiate a conversion to your STRATA Roth IRA

Initiate an ACH contribution to your STRATA IRA

Establish your STRATA Traditional IRA to receive Simplified Employee Pension contributions

Annual IRA contribution limits, deductibility limits and phase-out ranges

Compare the differences between a Traditional, Rollover and Roth IRA

Purchase (or in-kind transfer or rollover) of a private stock, LP or LLC investment

Purchase (or in-kind transfer or rollover) of a secured promissory note, trust deed or real estate contract, corporate debt or convertible note

Purchase (or in-kind transfer or rollover) of a real estate property

Purchase, sell or exchange precious metals through your dealer

Purchase (or in-kind transfer or rollover) of a public investment

Purchase of a Futures Investment

Purchase (or in-kind transfer or rollover) of a structured settlement investment

Purchase (or in-kind transfer or rollover) of a private stock, LP or LLC investment

Request a withdrawal of precious metals from your IRA

Request a withdrawal from your IRA

Recharacterize a contribution

Designate or change the amount of federal or state withholding from IRA distributions

Update your mailing or email address or phone number on your STRATA account

Designate or change preferred method to pay account fees

Complete this form if you are a financial advisor firm requesting access to your client's account information through a portfolio management system.

Authorize a credit card charge to pay account fees

Provide supplemental instructions to STRATA with regards to your account

Add or remove a Representative on your account

Change your Beneficiary(ies) on your account

Update your mailing or email address or phone number on your STRATA account

Authorize a power of attorney to act on your behalf

Authorize a third party to view and discuss your account information

Authorize an expense payment to be paid from your STRATA account

Update the fair market value of an asset held in your STRATA account

Update the valuation of a real estate property held in your STRATA account

Authorize the sale of a real estate property held in your STRATA account

Change the terms of a promissory note/debt investment held in your STRATA account

Use this form to request the removal of an uncollectable note held within your IRA

Understanding the limited role of a custodian and the responsibilities of the accountholder.

Precious Metals account terms and disclosures

Important information about your STRATA account statement, including how your assets are valued

Important information about your uninvested cash balance held in your STRATA account

STRATA's privacy policy with regards to your personal information

Traditional IRA account terms and disclosures under IRS Form 5305-A

Roth IRA account terms and disclosures under IRS Form 5305-RA

SIMPLE IRA account terms and disclosures under IRS Form 5305-SA