IRA Transfer Request
Initiate a direct transfer from an existing IRA to your STRATA IRA. If electing the ServiceNOW option, ensure your current custodian allows electronic signature prior to initiating the request.
If your current custodian does not accept electronic signatures, select the appropriate PDF option below:
Most popular forms
Faster. Safer. Smarter. Online.
STRATA’s secure ServiceNOW platform makes transactions simple from start to finish. Just enter your email in the pop-up to begin.
Skip the hassle – No printing, scanning, or mailing delays.
Save time – Online forms are processed within hours, not days.
Stay accurate – Smart checks catch mistakes before you submit.
Get peace of mind – Receive instant confirmation when your form is received.
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.
