SRA 831(b) Admin is excited to announce we have revamped our application system for increased efficiency and clarity. Please follow the instructions below to proceed with your formation application:

Business Owner Looking to Open an 831(b) Plan:

Have you had contact with someone at SRA? Please reach out to your designated contact for a personalized application.

Never spoken to anyone at SRA? Please contact us or see if you qualify so we can get in touch, evaluate your business needs, and assign you an account contact.

Strategic Partners of SRA:

Already have partner portal access? Please submit your candidates via the portal.

Need partner portal access? Reach out to your designated Account Executive for more information.

Unsure who your Account Executive is? Contact Dee Hazen via email at [email protected] or call (208) 424-2249 for assistance.

None of the above apply?

Please contact Dee Hazen via email at [email protected] or call our office at (208) 424-2249. We are happy to help!

Once a client, SRA will invite you to use free document storage through box.com. This will allow secure sharing of all plan documents with SRA, the client, and their trusted advisor.

If you have already created a username and password you can access your account here. If you have not received an invite to your personal box.com folder within 2 business days of formation application completion, please email [email protected].

File a claim with your 831(b) Plan through Cardinal Point Insurance.