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Matrix Trust Company IRA Solutions

Frequently asked questions and resources to help effectively manage IRA accounts.

Communications Cloud article

Matrix Trust Company Safe Harbor IRA FAQs

Why do I have an IRA at Matrix Trust Company?

Do I have more than one IRA at Matrix Trust Company?

What actions can I take with this account?

Why do I need to complete the IRA Simplifier and Customer ID forms?

What taxes and penalties will I incur by closing my account?

What fees are associated with this account?

Forms Resources
Traditional IRA Account Application IRA Account Application Form instructions
Roth IRA Account Application Customer Identification Form instructions
Customer Identification Form Traditional IRA Distribution Form instructions
Traditional IRA Distribution Form Roth IRA Distribution Form instructions
Roth IRA Distribution Form Privacy Notice
IRS Form 5498
IRA FAQs

Contact Us Toll Free: (888) 947-3472 Monday-Friday 7:30 am- 3.30 pm (Mountain)

mscsiraservice@broadridge.com