Solera Plan Services IRA Trust Application

Only appoint a co-trustee if you have another person who will be ACTIVELY involved in helping you administer investments and who needs bank signing authority. This may be a spouse, adult child, attorney, etc. This role is NOT related to plan inheritance. A successor trustee will take over administration of the trust in the event of your incapacitation or death.

Please tell us more about your plan configuration and funding sources.

Please review the Solera Plan Services Checkbook IRA Trust Terms of Service before completing this section.