Transfer IRA to Solera National Bank -

We look forward to helping you transfer your Checkbook IRA to Solera National Bank. We are confident you will appreciate their great customer service.

Please provide the information below and we’ll get started promptly.

Please review our Custodian Change Terms of Service before you begin.

The entire custodian transfer process can take 4-6 weeks to complete. You can operate your Checkbook IRA normally during the transition.

Be sure to make newaccounts@ira123.com or the @ira123.com a safe sender in your email client to avoid having time-sensitive emails get lost in your junk mail folder.

Transfer IRA to Solera

"*" indicates required fields

Your Information

Please confirm your information.

IRA Account Holder Name*

Enter the legal name of the IRA account holder.

Prefix First Middle Last Suffix

Email*

Phone*

Primary/Tax Address*

Enter your primary street address. (No PO boxes).

Street Address Address Line 2 City State ZIP Code

Different Mailing Address

I have a different mailing address

Mailing Address

Enter an alternate mailing address if applicable.

Street Address Address Line 2 City State ZIP Code

Different Billing Address

I have a different billing address

Billing Address*

Please enter the billing address associated with your payment card.

Street Address Apt/Suite City State ZIP Code

Plan Information

Tell us about the checkbook IRA LLC or Trust we will be transferring to Solera National Bank.

Entity Name*

The name of your IRA-owned LLC or Trust entity.

Entity Type*

LLC

Trust

Current IRA Custodian*

Existing Solera Checking?

I already have a checking account for this entity at Solera Bank

Valuation

We will use the current entity valuation when preparing your transfer form, and need it to match what your current custodian has on file.

Valuation Status*

I have provided an updated Fair Market Valuation to my current custodian with the last 90 days.

My Fair Market Valuation is not current. Please send instructions to update my current valuation.

LLC / Trust Value*

Please enter the last value reported to your custodian. If you will be updating the value, provide the new value you intend to report.

LLC Co-Manager or Trust Co-Trustee

Please let us know about another person such as spouse who you may want to have actively assist you in the management of your IRA LLC or IRA Trust.

Co-Manager or Co-Trustee*

Do you have a co-manager (LLC) or co-trustee (trust) who you you want to have contract signing authority for the entity?

No Co-Manager/Trustee (Will remove existing)

Keep current Co-Manager/Trustee

Appoint a new Co-Manager/Trustee

Co-Manager / Co-Trustee Name*

Prefix First Middle Last Suffix

Co-Manager / Co-Trustee Address*

Use Primary Address

Street Address Address Line 2 City State ZIP Code

Co-Manager / Co-Trustee as Bank Signer

Will your co-manager be actively involved in the present-day administration of your entity and need to have signing authority on the LLC/Trust checking account? NOTE: They will need to complete a separate Solera bank application for identification purposes.

Yes. The co-manager / co-trustee needs bank signing authority.

Co-Manager / Co-Trustee Email

Provide a unique email address for the co-manager different from the one you provided for yourself.

Co-Manager / Co-Trustee Phone

Transfer Service Level

Our standard service includes guidance with the transfer process, an amended LLC/Trust agreement, and preparation of transfer request forms. Upgrade to Concierge Service for expedited processing and extra hand-holding through the transfer process.

Service Level*

Standard Transfer Service $449

Concierge Expedited Service $549

Standard Custodian Change Service Selected

Price:

Concierge Custodian Change Service Selected

Price:

Acknowledgements

Please review the Safeguard Custodian Change Terms of Service before completing this section.

Comments or Questions

Payment Information

Fees for this service may be paid personally or from your current checkbook IRA. Please use the Paper Application to pay by check if necessary.

Total

Payment

American Express

Discover

MasterCard

Visa

Card Number

Expiration Date

Security Code Cardholder Name

Name

This field is for validation purposes and should be left unchanged.

Transfer IRA to Solera

Your Information

Plan Information

Valuation

LLC Co-Manager or Trust Co-Trustee

Transfer Service Level

Acknowledgements

Payment Information

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