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Statement of Condition
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Southstar Bank Insider Articles
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FAQs
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Login
About
Applications and Forms
Disclosure Statements
Customer Help and Support
Statement of Condition
Loan Officer Search
Southstar Bank Insider Articles
Contact
FAQs
Careers
Secure Upload
Branch Locator
Login
About
Applications and Forms
Disclosure Statements
Customer Help and Support
Statement of Condition
Loan Officer Search
Southstar Bank Insider Articles
Contact
FAQs
Careers
Secure Upload
Branch Locator
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Make a Payment
Open An Account
Zelle
Consumer
Certificates of Deposit (CD)
Checking
Star Free Checking
Cash Back Checking
Gold Star Checking
Platinum Star Checking
Credit Cards
Lending
Mortgage Loans
Personal Lending
Student Loans
IRA Loans
H.O.P.E Loans
Rates
Retirement Accounts
IRA Accounts
SDIRA Accounts
Savings
Traditional Savings
Money Market Savings
Health Savings
Youth Accounts
Stellar Student Checking
Shooting Star Savings
Student Loan
Commercial
Business Credit Cards
Commercial Checking
Commercial Savings
Commercial Savings Account
Commercial Money Market
HSA For Your Employees
Commercial Lending
CRE Loans
AR Financing
SBA Loans
Non-Profit Checking
Merchant Services
Rates
Treasury Management
Warehousing
E-Banking
Login
Make a Payment
Open An Account
Zelle
Consumer
Certificates of Deposit (CD)
Checking
Star Free Checking
Cash Back Checking
Gold Star Checking
Platinum star checking
Credit Cards
IRA Accounts
Lending
Mortgage Loans
Personal Lending
Student Loans
IRA Loans
H.O.P.E Loans
Rates
Savings
Traditional Savings
Money Market Savings
Health Savings
Youth Accounts
Stellar Student Checking
Shooting Star Savings
Student Loan
Commercial
Business Credit Cards
Commercial Checking
Commercial Savings
Consumer Savings Accounts
Commercial Money Market
HSA for Your Employees
Commercial Lending
CRE loans
AR Financing
SBA Loans
Non-Profit Checking
Merchant Services
Rates
Treasury-Management
Warehousing
E-Banking
Login
Make a Payment
Open An Account
Zelle
Consumer
Certificates of Deposit (CD)
Checking
Star Free Checking
Cash Back Checking
Gold Star Checking
Platinum star checking
Credit Cards
IRA Accounts
Lending
Mortgage Loans
Personal Lending
Student Loans
IRA Loans
H.O.P.E Loans
Rates
Savings
Traditional Savings
Money Market Savings
Health Savings
Youth Accounts
Stellar Student Checking
Shooting Star Savings
Student Loan
Commercial
Business Credit Cards
Commercial Checking
Commercial Savings
Consumer Savings Accounts
Commercial Money Market
HSA for Your Employees
Commercial Lending
CRE loans
AR Financing
SBA Loans
Non-Profit Checking
Merchant Services
Rates
Treasury-Management
Warehousing
Book an Appointment
FDIC - Insured - Backed by the full faith and credit of the U.S. Government
SDIRA Account Application
"
*
" indicates required fields
Step
1
of
17
5%
Which account would you like to open?
Self-Directed IRA- Checkbook Control Account
Checkbook IRA- Control Account Only
Solo 401K- Control Account Only
Type of checking account?
Interest
Non Interest Checking
Type of checking account?
Interest
Non Interest Checking
Type of checking account?
CD
IRA Savings
Type of account?
Checking
CD
Welcome!
Thank you for taking the time to complete our self-directed retirement account application. Below are just a few sections you will need to complete - we're with you every step of the way!
1. Contact Information
2. Personal Information
3. About Us & Investment Options
4. LLC or Trust Information (If Applicable)
5. Identification and Security
6. Current Custodian Information (If Applicable)
7. Review & Submit
Thank you for taking the time to complete our self-directed retirement account application. Below are just a few sections you will need to complete - we're with you every step of the way!
1. Contact Information
2. Personal Information
3. About Us & Investment Options
4. LLC or Trust Information (this will be required)
5. Identification and Security
6. Current Custodian Information (this will be required)
7. Review & Submit
Thank you for taking the time to complete our self-directed retirement account application. Below are just a few sections you will need to complete - we're with you every step of the way!
1. Contact Information
2. Personal Information
3. About Us & Investment Options
4. Trust Information (this will be required)
5. Identification and Security
6. Review & Submit
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
*
Enter State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
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
*
Enter State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
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?
Commodities
Cryptocurrency
Precious Metals
Private Equity/Companies
Purchase Notes
Real estate - Rental
Roth IRA
Stocks/Bonds/Securities
Tax Liens
Traditional IRA
What do you plan to invest in?
*
Commodities
Cryptocurrency
Interest Checking
Non-Interest Checking
Precious Metals
Private Equity/Companies
Purchase Notes
Real estate - Rental
Stocks/Bonds/Securities
Tax Liens
What do you plan to invest in?
*
CD
Commodities
Cryptocurrency
Interest Checking
Non-Interest Checking
Precious Metals
Private Equity/Companies
Purchase Notes
Real estate - Rental
Stocks/Bonds/Securities
Tax Liens
Trust Information
Name of your Trust
*
EIN
*
Trust creation date
*
MM slash DD slash YYYY
State Trust was created in
*
Select State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
LLC or Trust Information
Name of your LLC or Trust
EIN
LLC or Trust creation date
MM slash DD slash YYYY
State LLC was registered or State Trust was created in
Select State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
LLC or Trust Address
Same as residential
Same as mailing
Other
LLC or Trust Address
Address Line 1
Apartment/Suit
City
State
Enter State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
LLC or Trust Information
Name of your LLC or Trust
*
EIN
*
LLC or Trust creation date
*
MM slash DD slash YYYY
State LLC was registered or State Trust was created in
*
Select State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
LLC or Trust Address
*
Same as residential
Same as mailing
Other
LLC or Trust Address
*
Address Line 1
Apartment/Suit
City
State
Enter State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Current Custodian Information
Custodian Name
First
Last
Custodian Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Custodian Phone Number
Custodian Email
Current Custodian Information
Custodian Name
*
First
Last
Custodian Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Custodian Phone Number
*
Custodian Email
*
Trust Information
Upload Operating Agreement, SS-4, state filed business docs
Accepted file types: pdf, Max. file size: 256 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: 256 MB.
Upload a recent Image
*
Accepted file types: jpg, png, Max. file size: 256 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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