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:

 

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 dee@831b.com or call (208) 424-2249 for assistance.

 

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.

 

None of the above apply:

Please contact Dee Hazen via email at dee@831b.com or call our office at (208) 424-2249. We are happy to help!