• IRA Contribution Form

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    Important IRA Contribution Information:

    IRA contribution limits (Traditional, Roth, or SEP) are based on several factors. We recommend you speak with your tax professional before contributing. Solera National Bank will adhere to the IRS IRA contribution limits based on age.

    Traditional IRA and Roth IRA contributions for a specific year can be made anytime from January 1 until the tax-filing deadline in the following year. Example: 2023 contributions were accepted from January 1, 2023 until April 15, 2024.

    SEP IRA contributions for a specific year can be made anytime from January 1 until the extended tax-filing deadline in the following year. Example: 2023 SEP contributions were accepted from January 1, 2023 until October 15, 2024.

    Inherited Traditional IRA and Inherited Roth IRA contributions are not permitted per IRS regulations. 

    Version 4.5 08202026

  • IRA Account Information

    Please enter your personal information and Solera National Bank IRA information.
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • IRA Type*

  • IRA Contribution Details

    Please enter the details of your contribution.
  • Is your contribution a Simplified Employee Pension (SEP) Employer Contribution?*
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  • Is your contribution late/delayed due to a FEMA-declared natural disaster?*

  • To determine whether we can accept your late IRA contribution under IRS disaster‑relief rules, we need to gather a few required details from you.

    Please provide a signed letter confirming the following:

    1. Disaster Name or Description: Please provide the name or a description of the FEMA-declared natural disaster that affected you.

    2. How You Were Affected: Detail if you reside in the disaster area, work in the disaster area, etc.

    3. Certification of Eligibility: Please include certification you are eligible for a delayed contribution due to a FEMA-declared natural disaster.

    If you need assistance with the letter or confirming your eligibility, we recommend you consult a tax or legal advisor. 

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  • Please be advised, Solera National Bank is unable to report any checking account transactions to the IRS on tax forms 1099-R and 5498. If funds are not sent to Solera National Bank correctly for deposit into the IRA, you may be required to submit additional paperwork to your tax advisor for reporting purposes.

    Please be sure to use our IRA Delivery Instructions to send your contribution. This will ensure Solera National Bank will report the contribution to the IRS on your behalf on tax form 5498. All incoming wires are subject to an incoming wire fee of $15. We may delay your ability to withdraw funds beyond the first business day after the day of deposit.

     

  • Acknowledgement & Signature

  • By signing below, I verify this contribution to the listed IRA for the specified year and type. I certify that the information on this form is true and correct to the best of my knowledge, and that Solera National Bank may rely on what I have provided. I accept all responsibility regarding this contribution, including eligibility requirements and contribution limits. I have been advised to consult a competent advisor for legal and tax advice and have not been provided any such advice from Solera National Bank. I agree to indemnify and hold harmless Solera National Bank from any consequences related to this contribution.

  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: