Business ProfileforSTRATA Trust Company

Very difficult to get a distribution from Strata - after I submitted my form, there were a number of issues. First email, they needed a voice recording of my verbal permission to acquire my **** Second email , they said my electronic signature was outdated and to find out I only had to type in my initials next to my electronic signature! Third email, I was off one number on my bank routing number and they told me that I needed to resubmit an entire new distribution form - why they couldn't just ask me to correct the 1 number is beyond me.Not an easy process. I'm sending out the second request and wonder what else is going to go wrong.

Hello ****************,


STRATA Trust Company (STRATA) has received your review and would like to address your concerns. We apologize for any frustration with our process for your distribution request. In our recent review, we received your original distribution form on October 30, ****. At that time, we sent out a request for needing a signature verification page due to the electronic signature format received and we were in need of your verbal verification for the **** Our verbal verification is STRATAs standard protocol to ensure no fraudulent activity has taken place.  On October 31, ****,you spoke with a couple of our agents and during that time we were able to obtain the verbal and resent the distribution form to obtain a signature verification. We did reach out again for the signature on November 6, ****, and was able to obtain what was needed. STRATA processed your distribution at that time.

On November 8, ****, the *** was returned, and we reached back out to you to attempt to obtain the updated *** information. On November 9, ****, we were able to reach you and gather the updated *** information however we needed a new form with a new signature. The original form was verified with the initials, and we needed the full signature verified.We did obtain the new information same day, but by a different form of signature with no certificate. Due to the issues related to the process, STRATA made the exception to process the distribution form as is on November 9, 2023.

In speaking with **************** on November 16, 2023,we were able to discuss the issues and the requirements that STRATA needed for the forms. We were able to resolve, and **************** has *********************, Client Services Manager direct dial in the event of any further issues. **************** was pleased with the call and the feedback we were able to provide.