Solera National Bank SDIRA Custody Payment Processing

Solera National Bank provides custody for self-directed retirement accounts that invest in entities, such LLCs, trusts, and corporations. Solera has implemented procedures whereby payment for custody services is remitted to it by referring organizations rather than directly from the SDIRA client. As such, please complete the following form to process SDIRA custody payment.

Step 1 of 2

  • Overview
  • Under Tax Code and IRS rules all IRAs must have a financial institution custodian. Solera National Bank ("Solera") prefers to outsource the payment processing for it's custody services to its referral parties. Please use this form to pay your initial and recurring annual custody service fee. ReSure LLC ("ReSure") will then pay Solera.
  • Your Personal Information
  • Physical Address