STEP 1: Downloading the Application
- You’ll need to establish a Tax-Exempt Trust Account with TD Ameritrade. Click here to go to the TD Ameritrade website.
- On the left menu, click Retirement > Other Tax-Exempt Trust.
- Click to request the application to be downloaded by filling out the form.
STEP 2: Completing the Application
- Fill out the Trust Account Application to the best of your ability. Feel free to reach out to your dedicated representative with any questions.
- Under Section 12: ERISA Information:
- Add Life, Inc. as the Third-Party Administrator using the following information:
TPA: Life, Inc. Retirement Services
Contact Name: Ryan Neff
Address: 100 E. Campus View Blvd. #250. Columbus, OH 43235
Phone Number: (614) 396-7652
Email: ryan.neff@lifeincrs.com
Life, Inc. should NOT be added as Trusted Contact or Authorized Agent.
STEP 3: Submitting the Application
- You can upload the documents by clicking here.
- If you don’t have a TD Ameritrade account, click Register and Send Files.
- Or, you can mail or fax the documents to:
TD Ameritrade, Inc.
200 South 108 Ave.
Omaha, NE 68154-2631
FAX: (866) 468-6268
STEP 4: Once Accounts Are Opened
- Once accounts are opened, please nickname the accounts (if applicable); Roth, Pre-Tax, After-Tax
- This will help with tracking contributions into your SDRA.
- Notify your dedicated administrator with Life, Inc. that your accounts have been opened via email.