Follow the steps below to open your Self-Directed Retirement Account. Reach out to an expert for assistance.
Follow these steps to establish your Self-Directed Retirement Plan with Schwab.
Things To Know:
IInSTEP 1: Downloading the Application
STEP 2: Completing the Application
TPA: Life, Inc. Retirement Services
Tax ID: 47-1674808
Contact Name: Ryan Neff
Address: 100 E. Campus View Blvd. #250. Columbus, OH 43235
Phone Number: (614) 396-7652
Email: brian.anderson@lifeincrs.com
Life, Inc. should NOT be added to the Trusted Contact Authorization Form. This form is for trusted family members or friends.
STEP 3: Submitting the Application
Charles Schwab & Co., Inc.
P.O. Box 628291
Orlando, FL 32862-8291
Fax: (888) 526-7252
STEP 4: Once Accounts Are Opened