STRATA Trust Company will be closed on Monday, May 25, 2020, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, 2020. We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations. For more information, visit our COVID-19 page.

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 Service@StrataTrust.com.

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

Click on the appropriate form section to expand the menu of forms available.

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

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