Roth Conversion Prep - Solera IRA -

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Please use the form below to have Safeguard Advisors help prepare your Checkbook IRA for a Roth conversion at Solera Bank.

We will:

Help you establish a new Roth IRA with Solera Bank.
Amend your LLC/Trust entity legal document to show the Roth IRA as owner.
Assist with the preparation of the Solera Roth Conversion form.

Before you begin

A current fair market value for the IRA owned LLC or Trust is required. It is your responsibility to obtain reliable valuations for all non-cash assets held by your plan entity.

Roth Conversion - Solera Bank

"*" 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 you wish to convert to Roth status.

Entity Name*

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

Entity Type*

LLC

Trust

Valuation

We require current valuation for all LLC/Trust heled assets to prepare your conversion form.

Valuation Status*

I have current 3rd party valuations for all assets held by my entity.

I need to obtain valuations. Please send instructions.

Comments or Questions

Payment Information

The $100 fee for Safeguard's preparation service may be paid personally or from your current checkbook IRA. Solera Bank will separately charge $100 to process the Roth conversion transaction.

Roth Conversion Preparation Service

Price:

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.

Before you begin

Roth Conversion - Solera Bank

Your Information

Plan Information

Valuation

Payment Information

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