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Traditional IRA account terms and disclosures under IRS Form 5305-A.
Use this form to request the removal of an uncollectable note held within your STRATA IRA. For online submission, click the ServiceNOW icon . For manual submission, click Uncollectable Note Removal Request PDF.
Use this form to add or change your beneficiary designation on your STRATA IRA. For online submission, click the ServiceNOW icon . For manual submission, click IRA Beneficiary Designation PDF.
Use this form to authorize a one-time credit card charge to pay account fees. If you wish to keep a card on file or enroll in AutoPay, use the Fee Payment Authorization form.
Use this form to update your address of record, email address, or phone number on your STRATA account. To change your email address for the Online Account Access portal account password recovery follow these steps. For online submission, click the [...]
Use this form to make or change your federal withholding election on your IRA when you want to receive a distribution (withdrawal) from your STRATA IRA. For online submission, click the ServiceNOW icon . For manual submission, click Withholding Notice and [...]
Compare the differences between a Traditional, Roth, SEP, and SIMPLE IRA
Annual IRA contribution limits, deductibility limits and phase-out ranges
Use this form to recharacterize a contribution from an existing STRATA IRA to another type of STRATA IRA (ex: Roth IRA to Traditional). For online submission, click the ServiceNOW icon . For manual submission, click Recharacterization Request and Certification PDF.
Use Form 5305-SEP to establish your STRATA Traditional IRA to receive Simplified Employee Pension (SEP) contributions.
