IRA Paperwork Made Easy
You now have two options when using STRATA’s Service Forms
Click on the appropriate form section to expand the menu of forms available.
Open a Traditional, Roth or SEP IRA
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Steps for opening, funding and directing an investment in your STRATA IRA
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Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy
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Account, processing and service fees in your STRATA IRA
Open a SIMPLE IRA
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Steps for opening, funding and directing an investment in your STRATA IRA
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Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy
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Account, processing and service fees in your STRATA IRA
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Instructions and Form 5304-SIMPLE (Non Designated Financial Institution), Participation Notice & Summary Description, and Salary Reduction Agreement
Open a Crowdfunding IRA
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Steps for opening, funding and directing an investment in your STRATA IRA
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Instructions, IRA Application, IRA Fee Schedule, IRA Custodial Account Agreement, Disclosure Statement, Financial Disclosure and Privacy Policy
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Account, processing and service fees in your STRATA Crowdfunding IRA
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Purchase (or in-kind transfer or rollover) of a public or private crowdfunding equity investment
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Purchase (or in-kind transfer or rollover) of a public or private crowdfunding debt investment
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This form must be completed by new precious metals dealers looking to work with STRATA.
Fund Your STRATA IRA
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Initiate a direct transfer from an existing IRA to your STRATA IRA
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Direct a rollover or transfer of assets in kind
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Initiate a cash-only transfer from an existing IRA to your STRATA IRA
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Certify the deposit of a contribution, rollover or investment-related income to your STRATA IRA
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Initiate a conversion to your STRATA Roth IRA
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Initiate an ACH contribution to your STRATA IRA
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Initiate a direct transfer from a STRATA IRA to another like STRATA IRA (ex: Roth IRA to Roth IRA)
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Establish your STRATA Traditional IRA to receive Simplified Employee Pension contributions
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Annual IRA contribution limits, deductibility limits and phase-out ranges
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Compare the differences between a Traditional, Rollover and Roth IRA
Purchase, Transfer or Rollover An Investment
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Purchase (or in-kind transfer or rollover) of a real estate property
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This form may be used to authorize the funding of the earnest money deposit/option fee payment which may be required when investing in real estate property.
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Purchase (or in-kind transfer or rollover) of a private stock, LP or LLC investment
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Purchase (or in-kind transfer or rollover) of a secured promissory note, trust deed or real estate contract, corporate debt or convertible note
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Purchase (or in-kind transfer or rollover) of secured debt
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Purchase, sell or exchange precious metals through your dealer
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Purchase (or in-kind transfer or rollover) of a public investment
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Purchase of a Futures Investment
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Purchase (or in-kind transfer or rollover) of a structured settlement investment
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This form must be completed by new precious metals dealers looking to work with STRATA.
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Investment Issuer agreement with STRATA on purchase related investments
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Purchase (or in-kind transfer or rollover) of a private stock, LP or LLC investment
Withdraw From Your STRATA IRA
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Request a withdrawal of precious metals from your IRA account to a personal account with Delaware Depository.
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Request a withdrawal of precious metals from your IRA
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Request a withdrawal from your IRA
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Recharacterize a contribution
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Designate or change the amount of federal or state withholding from IRA distributions
Account Maintenance
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Specify how you would like to receive communications from STRATA - online or by paper mail
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Designate or change preferred method to pay account fees
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Complete this form if you are a financial advisor firm requesting access to your client's account information through a portfolio management system.
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Authorize a credit card charge to pay account fees
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Provide supplemental instructions to STRATA with regards to your account
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Add or remove a Representative on your account
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Change your Beneficiary(ies) on your account
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Update your mailing or email address or phone number on your STRATA account
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Authorize a power of attorney to act on your behalf
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Authorize a third party to view and discuss your account information
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Please complete the information on this form to update the investment issuer address of record/contact information
Investment Maintenance
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This form may be used by an investment sponsor/issuer to confirm that an investment purchase has been completed.
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This form may be used by an investment sponsor/issuer to confirm that an asset has been re-registered to a STRATA account as part of an IRA transfer from another custodian.
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Purchase (or in-kind transfer or rollover) of secured debt
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Authorize an expense payment to be paid from your STRATA account
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Update the fair market value of an asset held in your STRATA account
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Update the valuation of a real estate property held in your STRATA account
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Authorize the sale of a real estate property held in your STRATA account
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Change the terms of a promissory note/debt investment held in your STRATA account
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Use this form to request the removal of an uncollectable note held within your IRA
Disclosures
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Understanding the limited role of a custodian and the responsibilities of the accountholder.
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Precious Metals account terms and disclosures
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Important information about your STRATA account statement, including how your assets are valued
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Important information about your uninvested cash balance held in your STRATA account
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STRATA's privacy policy with regards to your personal information
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Traditional IRA account terms and disclosures under IRS Form 5305-A
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Roth IRA account terms and disclosures under IRS Form 5305-RA
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SIMPLE IRA account terms and disclosures under IRS Form 5305-SA
Need Help?
Should you require assistance or any type of accommodation in completing our forms please contact our Client Services Team at 1-866-928-9394 or by email to Service@StrataTrust.com.