---
title: How Do I Roll Over Assets From a Client’s 401(K) or Other Eligible Workplace Retirement Plan to a STRATA Self-Directed IRA?
description: "Moving retirement funds to a Rollover IRA at STRATA is really quite simple if you follow these easy steps to adhere to the IRA rollover rules: For approximate timelines and more information, please re"
---

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# How Do I Roll Over Assets From a Client’s 401(K) or Other Eligible Workplace Retirement Plan to a STRATA Self-Directed IRA?

Moving retirement funds to a Rollover IRA at STRATA is really quite simple if you follow these easy steps to adhere to the IRA [rollover](https://www.stratatrust.com/self-directed-iras/fund-your-account/#rollover) rules:

- **Step 1:** Contact your client's or investor’s plan administrator to get the distribution packet and complete the paperwork by selecting a direct rollover to STRATA.
- **Step 2:** If your client or investor is not already a STRATA account holder, they will need to open an IRA. Just follow the online step-by-step guided process here: *[Instructions for Opening a Self-Directed IRA](https://stratatrust.hflip.co/9f7e5e0b3c.html) *
- **Step 3:** Have your client or investor complete STRATA's [Deposit Certification](https://www.stratatrust.com/resource-center/forms/#deposit-certification-service-now) form to certify the rollover.

For approximate timelines and more information, please refer to STRATA's [Fund Your Account](https://www.stratatrust.com/self-directed-iras/fund-your-account/) page.

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