First Time Visitor? Claim Ownership of Your IRA!
If you just received your Welcome Letter and have not yet claimed your automatic IRA rollover, please take a minute to look through the documents and forms available here.
To claim your IRA, read through Form 5305 and the Disclosure Statement and fill out and print the following documents:
- Safe-Harbor-IRA® Application and Adoption Agreement
- Safe-Harbor-IRA® Beneficiary Designation or Change Form
- IRS W-9 Form (must be completed and signed)
Mail or scan and email (SafeIRA@centier.com) these two forms, along with a copy of your valid Driver’s License or other Government issued photo ID, to claim your IRA. You can send the forms back in the postage-paid yellow envelope that was included in your welcome letter, or if you no longer have that envelope, you can address an envelope to:
9701 Indianapolis Blvd
Highland, IN 46322-2620