Estate planning at Matrix Trust
How to protect 8 Matrix Trust accounts — manage beneficiaries by phone, fund a trust by mail, and file claims through Matrix Trust's Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing)
Matrix Trust Client Support
Matrix Trust Co., 717 17th St., Suite 1300, Denver, CO 80202
Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing)
Matrix Trust Co., Attn: IRA Dept., P.O. Box 6220, Pittsburgh, PA 15212-9998
Matrix Trust IRA Department (Denver) — IRA death distributions
Matrix Trust Co., Attn: IRA Dept., 717 17th St., Suite 1300, Denver, CO 80202
Matrix Trust is a retirement provider managing 8 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
Matrix Trust handles beneficiary designations by mail and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Matrix Trust: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 8 account types at Matrix Trust.
View details →When someone dies
Death claim process
Contact Matrix Trust's Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing) to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →Reach Matrix Trust's Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing) at 1-855-445-3608 for help with any of these procedures. Email inquiries can be sent to support@iracustomercare.com.
Sources
Data sourced from Matrix Trust primary sources (13 pages reviewed). How we research.
Matrix Trust Client Support
Matrix Trust Co., 717 17th St., Suite 1300, Denver, CO 80202
Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing)
Matrix Trust Co., Attn: IRA Dept., P.O. Box 6220, Pittsburgh, PA 15212-9998
Matrix Trust IRA Department (Denver) — IRA death distributions
Matrix Trust Co., Attn: IRA Dept., 717 17th St., Suite 1300, Denver, CO 80202
Estate planning articles
Learn how to protect your Matrix Trust accounts and other assets with trusts, beneficiary designations, and estate planning documents.
