Holiday Closure: Our offices will be closed on Thursday, November 24, 2021, and Friday, November 25, 2021, in observance of Thanksgiving.  We will reopen for regular business hours Monday, November 29, 2021. 


Paperwork Made Easy

Find, Sign and Submit all your Self-Directed IRA Forms
How Convenient!


You now have two options when using STRATA’s Service Forms

Option 1 ServiceNOW

Print plus email, fax, or mail

STRATA’s brand new self-service resource lets you complete, sign and electronically submit your service requests to STRATA. Forms having only the open/download symbol  must be completed manually by:
  • Click the symbol, type in your email address
  • Type your information in the fillable fields, e-sign and submit
    directly to STRATA

No symbol next to the form you need?
We are updating our forms library with the ServiceNOW technology, so check back often. In the meantime, use option two.

  • Type in the fillable fields, then select the red “sign” option at the top of the form to digitally sign, or
  • Print the form, complete by hand and sign.
  • Next, you must physically submit the form to STRATA by email, fax, or mail as indicated on the form.

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

Open a Traditional, Roth or SEP IRA


Open a Crowdfunding IRA


Purchase, Transfer or Rollover An Investment

Withdraw From Your STRATA IRA

Account Maintenance

Investment Maintenance


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