Documents & Forms
Account Applications
Individual Retirement Account Documents
STRATA Trust Company
- STRATA Trust Company Individual Retirement Account Application
- STRATA Trust Company IRA Address Change Request
- STRATA Trust Company IRA Beneficiary Designation
- STRATA Trust Company IRA Deposit Certification
- STRATA Trust Company IRA Transfer Request
- STRATA Trust Company IRA General Instruction Letter
- STRATA Trust Company IRA Fee Schedule
Equity Institutional
- Equity Institutional IRA ACH Contribution Election Instructions
- Equity Institutional IRA Address Change Notification Form
- Equity Institutional IRA Change of Beneficiary Form
- Equity Institutional IRA Deposit Form
- Equity Institutional IRA Distribution Instructions and Request Form
- Equity Institutional IRA Security Designation Form
- Equity Institutional IRA Direction of Investment
Inspira Financial
Supplements
Additional Forms
- Form W-8BEN (foreign individuals)
- Form W-8BEN-E (foreign entities)
- Form 5305-SEP (SEP IRAs)
- Web Site Access and Online Delivery Consent (Stand Alone)
- Trusted Contact Person Authorization Form
- Third Party Web Access Authorization Form
- Money Market Sweep (Stand Alone)
- Transfer on Death (TOD) and Beneficiary Designation
- LLC Resolution and Certificate
- LLC Resolution and Certificate
- Partnership Resolution and Certificate
- Unincorporated Association Resolution and Certificate
- Corporate Resolution
- Trustee Certification (Trust Under Agreement)
- Trustee Certification (Trust Under Will)
- Limited Trading Authorization
- Full Trading Authorization
- Check Deposit Form
- Irrevocable Stock or Bond Power
- Affidavit of Domicile
- Power of Attorney – Affidavit and Indemnification
- Account Information Change Request Form
- DTC Request Form
- Euroclear Free Delivery Request Form
- Customer ACH & Wire Activation Form
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