HOLIDAY CLOSURE: Our offices will be closed on Wednesday, June 19, 2024, in observance of the Juneteenth holiday. We will reopen for regular business hours on Thursday, June 20, 2024. 

Forms

Paperwork Made Easy

ServiceNOW – STRATA’s self-service resource enables fast form submission by letting you complete, sign, and securely electronically transmit your service requests to STRATA in just a few minutes.

Browse by transaction type, then click the ServiceNOW    icon to get started. If no ServiceNOW option is available, you may submit your form manually (print + sign, and submit via email, fax, or mail) by clicking the PDF icon or text link.


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

Open a Traditional, Roth or SEP IRA

Open a SIMPLE IRA

Disclosures

Fund Your STRATA IRA

IRA Information

Withdraw From Your STRATA IRA

Direct An Investment

Investors: Onboard An Investment

Financial Professionals: Onboard An Investment

Manage Investment Expenses

Report Investment Changes

Account Maintenance

Account Assignments

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.