Information Change Request – Account Designation
This form is for use by previously designated representatives—such as an Account Representative, Interested Party, or Power of Attorney—to update their contact information (name, address, phone number, or email) on a STRATA Trust Company (“STRATA”) IRA. IRA accountholders you may submit contact information changes related to your IRA account using the Information Change Request - IRA Account.
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Planning ahead for RMDs
If you’re age 73 or older, make sure to review your RMD and take action before the December 1st deadline.
