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Solera IRA Admin Fee Setup

Please use the form below to setup your annual Solera IRA Administration Fee subscription.

The IRA Administration Fee is billed annually on the 10th day of the anniversary month of initial plan formation. The cost is $199 per year.

This fee covers the administrative services provided by Solera National Bank for your IRA account. As custodian, Solera holds the IRA, documents the IRA’s investment into the LLC/Trust entity created by Safeguard Advisors, records your IRA beneficiaries, and reports annually to the IRS on form 5498 as required by law.

The fee may be paid personally or from the IRA.

If you wish to pay from the IRA, please provide the debit card associated with your entity checking account.
If you have more than one IRA and are paying from the IRA, be sure that you pay from the correct plan entity.

"*" indicates required fields

Contact Information

Please confirm your contact information.

IRA Account Holder's Name*

Please enter the full name of the IRA account holder. (Typically your name)

IRA Type*

Please enter the IRA type.

Traditional IRA

Roth IRA

Inherited Traditional IRA

Inherited Roth IRA

Phone*

Primary/Daytime Phone Number

Email*

Primary email address

Primary Address*

The primary business or residence address associated with your Checkbook IRA.

Street Address Address Line 2 City State Zip Code

Address change

This is a new address. Please update my contact record.

Billing Address

Enter a different billing address

Billing Address

Street Address Address Line 2 City State ZIP Code

Comments

Please enter any questions, comments, or special requests.

Payment

The $199 annual administration fee for your Solera Bank IRA may be paid personally or from your IRA LLC/Trust checking account.

Subscription Fee

Your card will be billed for your subscription today. Future billing will occur on the 10 day of the anniversary month of plan setup.

Price:

Payment Type

Personal Credit/Debit Card

Solera Bank Debit Card

Debit card for alternate LLC/Trust account

Credit Card

American Express

Discover

MasterCard

Visa

Card Number

Expiration Date

Security Code Cardholder Name

Comments

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

Solera IRA Admin Fee Setup

Contact Information

Payment

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