Welcome Trust Administration Services Clients

It's the dawn of exceptional possibilities for your self-directed retirement account.  As the leading custodian for self directed retirement accounts, your financial future has never been brighter.  From our industry leading online platforms, all-inclusive fee schedules and exceptional client services, we will earn your business each and every day.
Below are some key points to keep in mind about your account transferring to Sterling Trust.

Contacting Sterling Trust

As of June 1, 2010 your account was transferred to Sterling Trust. You’re now working with a first class, well-capitalized custodian who provides alternative investment strategy to increase your wealth and manage tax exposure.

Phone Number
Please continue to use 1-800-455-9472

Fax Number
254-751-0872

New E-Mail Addresses
• New Business Development: STCServices@SterlingTrustCompany.com
• IRA Customer Service: IRAServices@SterlingTrustCompany.com
• Plan Customer Service: QPServices@SterlingTrustCompany.com

What You Need To Know About Your Account(s)

• Will My Account Number Change?

Your account number remains the same, only with a "T" added as a prefix. Please check your records for your exact account number. If your records show that your account number begins with a zero, an "F" or the letters "CWM," you must add the "T" before those digits or letters. Examples: T012345, TF12345, TCWM123456.

• Are My Scheduled Transactions Affected By The Transition?

Your scheduled payments will be recreated on the Sterling Trust system. No action is required on your part.

• Will My Custodian Titling Change?

Yes. Sterling Trust will re-register the custodian titling on your investments. Until re-registration is complete, assets will be listed as "TAS Re-Registrations in Process" on your Sterling Trust account statement. This should not impact your ability to facilitate a transaction.

• Will I Receive a Final Statement from TASC?

Yes, a final TASC statement will be mailed to you in June reflective of all activity through May 31, 2010.

• What About My Designated Representative/Interested Third Party?

If you had an alternative designated representative or Power of Attorney or interested third party with access to your account we will import the data from your existing account.

What You Need To Do

• Register for Sterling Trust Online Account Access after June 1, 2010:
  To view your account at Sterling Trust you must create your online access. Here’s a quick guide to create online access...
• Go to http://www.sterling-trust.com/current-clients/online-account-access.html
• Click "Access my IRA Account" or "Access my Personal Custodial Account."
• On the login page you can enroll for online access by choosing "Request an Account."
• Complete the form. Use your current account number, remembering to add a "T" before the numbers or letters. (Examples: T012345, TF12345, CWM123456)