fbpx
TALK TO AN EXPERT 1-877-229-9763 Contact Us

Address Change – Checkbook IRA

If you change your primary address, phone number, or e-mail address, you will want to update the following entities related to the IRA account and IRA-owned LLC entity comprising your Checkbook IRA LLC.

Safeguard Advisors

Please send an email to support@ira123.com for any contact updates.

IRA Services Trust Co.

You will want to update the IRA account and perhaps the address of your IRA beneficiaries if they have also moved with you.

Account Owner Information Change

Beneficiary Designation or Changes

Both of the above forms are available via DocuSign at www.iraservices.com/forms

State LLC Filing

Contact the Secretary of State where your LLC is registered.  You will need to change the mailing address on file with the state.

If you are serving as registered agent for the LLC, you will need to update that information as well.  If you are moving out of state, you will need to appoint a registered agent for notice of service with a physical address within the state.  Contact www.missouriregisteredagent.com for a quality and low cost provider of LLC registered agent services.

IRS

Notify the IRS of your address change using form 8822b.

You are only updating the Business Location (box 3) since the LLC has no other filings.  Use the EIN of the LLC in box 4b

IRS Form 8822b

Other Vendors of the LLC

Banking relationships

Insurance provider

Transaction counter-parties

Etc.

Click for the BBB Business Review of this Financial Consultants - No License Required  in Boulder CO