SDIRA Account Application - SouthStar Bank, S.S.B.

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"*" indicates required fields

Step 1 of 13

Which account would you like to open?

Solo 401K

Checkbook IRA - Bank Account Only

Traditional, Roth, SEP & SIMPLE IRAs

Self-Directed IRA

Contact Information
Your First Name*

Your Middle Name

Your Last Name*

Your Phone Number*
Email*

Consent
I agree to receive occasional text messages regarding my account from SouthStar Bank

Are you a US citizen?*

Yes

No

Address
Street Address*

Appartment/Suite

City*

State*
ZIP Code*

Have you been at this address for longer than 18 months?*

Yes

No
Is your home address the same as your mailing address?*

Yes

No
Street Address*

Appartment/Suite

City*

State*
ZIP Code*

Personal Information
Gender*

Male

Female
Birthday*
MM slash DD slash YYYY

Marital Status*

Single

Married

Divorced

Widowed

Employment Information
Employment Status*

Employed

Self Employed

Unemployed

Retired
Current Job Title*

Most Recent Job Tiltle*

Name Of Employer*

Name Of Most Recent Employer*

Your Industry*

Investment Options
What do you plan to invest in?*

LLC Information
Name of your LLC*

EIN*

LLC creation date*
MM slash DD slash YYYY

LLC was registered*
LLC Address*

Same as residential

Same as mailing

Other
Other Address*
Address Line 1 Apartment/Suit City State ZIP Code

Trust Information
Upload Operating Agreement, SS-4, state filed business docs*
Accepted file types: pdf, Max. file size: 50 MB.

Identity Verification
SouthStar Bank takes your financial security seriously

1. An image of your ID or passport
2. Recent Image
Upload image of your ID or passport government issued photo ID*
Accepted file types: pdf, jpg, png, Max. file size: 50 MB.
Upload a recent Image*
Accepted file types: jpg, png, Max. file size: 50 MB.
These steps will ensure that the only person who can open an account in your name is you.

Review your form before submission
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Providing Central Texans with flexible, common-sense financial solutions through 16 full-service branches.

5 Star Rating from Bauer Financial, Coral Gables, Florida.
The SouthStar Bank name and logo are the exclusive property of Southern Bancshares, Inc.

Quick Links

All loans subject to approval. Other fees and restrictions may apply. NMLS #410624.

SouthStar Bank Routing Number 113119985

Phone Number for Spanish Speaking Employees: 888.844.9274

Welcome!

Contact Information

Address

Personal Information

Employment Information

Investment Options

LLC Information

Trust Information

Identity Verification