Apply for Membership RITA’s membership calendar runs from January 1 – December 31. RITA encourages those that are directly or indirectly engaged in the self-directed retirement or financial services industry, including service providers, to become a member. Step 1 of 5 20% Select Your Membership Category*Regular Member (voting)Service Member (nonvoting)This membership category is for state or federally-chartered trust companies and banks that are primarily engaged in the custody and administration of self-directed retirement accounts, and are state or federally-chartered and regulated by state or federal banking authorities. Regular Members may also include qualified third party administrators (TPAs) and entities shown on the IRS list of "Approved Nonbank Trustees and Custodians." Qualifying TPA members are those in good standing whose custodians have title and control of IRA cash and assets. Regular Members are subject to annual Membership Fees based on total self-directed retirement account assets held. $0 - $250M: $2,000 $250M - $500M: $3,000 $500M - $750M: $4,500 $750M - $1.0B: $7,500 $1.0B - $1.5B: $11,000 $1.5B - $2.5B: $17,000 $2.5B - $4.0B: $23,500 $4.0B - $6.0B: $30,500 >$6.0B: $38,000 This membership category is for a wide variety of individuals and companies that provide ancillary services or products to the self-directed retirement or financial services industry. Service Members pay a Membership Fee of $2,500 per year. Attorneys and CPAs Due diligence firms Valuation/appraisal professionals Trust Accounting and other system providers Endowments/foundations and family offices Consultants State and federal government agencies Educators from universities and colleges Associations that focus on financial, investment, savings, retirement or alternative asset issues Others that provide related services or non-investment products Applicant Name* First Last Applicant Phone*Applicant Email* Company Name*Name of Parent/Holding Company (if any)Type of Company*Trust company or bankThird party administrator (TPA)Clearing firmDepository services firmBroker dealerRegistered representativeRegistered Investment Advisor (RIA)AttorneyCPAValuation/appraisal professionalConsultantDue diligence firmReal estate professionalEndowment/foundationFamily officeState or federal government agencyEducatorAssociationOtherPlease Specify "Other"*Business Phone*Business FaxBusiness Location* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Mailing Address Same as Business Location Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Company Website* Length of Time in BusinessNumber of Employees1-10 employees11-50 employees51-200 employees201-500 employees501-1000 employees1001-5000 employees5001-10,000 employees10,001+ employeesName(s) of Company Owners* Other Professional Association Memberships Is your Company a Trust Company or Bank?* Yes No Regulatory AffiliationState Banking AuthorityOCCFDICState Banking Authority StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingRegulatory AffiliationFINRA-registeredSEC-registeredOtherPlease Specify "Other"* Company ContactsTo appear on Rita Membership ListTitleNameEmailPhone Account Information*Types of Accounts/Plans Under Custody/AdministrationNumber of Accounts/PlansAsset Value Held in Accounts/Plans If Total Assets Under Custody shown above include cash or assets held for TPAs or other Institutions, please specify: How did you hear about RITA?*Other information you would like to share about your company?Have you, your firm, or any principals of your firm been found guilty of a felony, violation of securities or insurance regulations, or disciplinary action by any state or federal authorities or agencies?* Yes No Please Explain*PhoneThis field is for validation purposes and should be left unchanged. 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