How Do I Request a Recharacterization of Funds?

Use STRATA's IRA Recharacterization Request and Certification form to recharacterize a contribution from an existing STRATA IRA to another type of IRA (ex: Traditional to Roth). 

Beginning in tax year 2018, partial or full conversions can no longer be recharacterized. Roth conversions are permanent, so please contact your tax professional with any questions regarding the possible tax consequences of your conversion.