Quickly locate forms related to distributions, account funding, investment updates, and account management.
STRATA forms are located on our website at https://www.stratatrust.com/resource-center/forms.
Quick Forms Page Overview with Stacy Fikes
Forms are grouped by function: Account Opening and Disclosures, Account Funding and Withdrawals, Investment Purchases, and Account Management forms.
Most forms have either online submission or manual submission options available.
- Online submission is the quickest and most secure way to provide STRATA your information. If the option is available, a ServiceNOW icon
will be displayed. Click the icon to launch the online form, where you will see a pop-up asking for your email address.
If for any reason you are not able to complete the online submission in one session, your information is autosaved and you can retrieve your document by the access link provided via email. - For manual submission, simply click the PDF text link located inside the form description to launch the document, fill it in, then follow the submission instructions provided on the form.