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Delivery Information

 

This document has instructions of how to send domestic and international wire, send check and also DTC asset delivery.

 

WIRE INSTRUCTIONS (Do not use the address below for checks.)
Institution Name: Fremont Bank
Institution Address: 39150 Fremont Blvd., Fremont CA 94538, USA
Phone Number: (800) 248-8447 (c/o IRA Services Trust Company)
Routing Transit Number (ABA): 121107882
Beneficiary Account Number: 19902328
Beneficiary Account Name: IRA Services Trust Company
For Further Credit: [FBO: Participant Name and Account Number]

*Incoming Wire Fee applies. Please see the Fee Schedule for more information.

 

INTERNATIONAL WIRING INSTRUCTIONS
Intermediary Bank: Wells Fargo Bank
Bank Location: San Francisco
Bank SWIFT: WFBIUS6S
Beneficiary Bank: Fremont Bank
Beneficiary ABA: 121107882
Beneficiary Name: IRA Services Trust Company
Beneficiary Number: 19902328
For Further Credit/Reference Information [FBO: Participant Name and Account Number]

 

CHECKS & DOCUMENT INSTRUCTIONS (INCLUDING BILL PAY)
Make checks payable to: IRA Services Trust Company, CFBO [Client Name]
Check Memo Line: IRA Services Account Number
Bank SWIFT: WFBIUS6S
Mail Checks and Documents to: Regular Mail
IRA Services
PO Box 7080
San Carlos, CA 94070-7080

 

Overnight Mail
IRA Services
1160 Industrial Road, Unit 1
San Carlos, CA 94070-4128

Use of any address for checks, other than those shown above, will delay the processing of your funds.

 

DTC ASSET DELIVERY INSTRUCTIONS (to send assets via DTC to IRA Services)
Firm Name: RBC Capital Markets
DTC Number: 235
Account Title: IRA Services Trust Company, Custodian
Account Number: 319-64421
For Further Credit: All assets held will reflect
FBO: [Participant Name & Account Number]