Use a Mainstar Trust Account to Invest in an Annuity Policy

Mainstar Trust fees for accounts Annuities:

  1 Annuity 2 Annuities 3 Annuities 4 Annuities
Annual Account Fee $130 $130 $130 $130
Annual Asset Fee $0 $0 $0 $0
Total Annual Cost*/** $130 $130 $130 $130

* Does not include one-time set-up fee of $25, transaction activity fees, or fees related to other holdings.

** Annual account fee may differ by account type.

For a complete list of Mainstar Trust fees click here.

Once you’ve opened your Mainstar Trust account (see » below) and selected an annuity, email the following required documents to or contact us at 800-521-9897:

  • Completed Mainstar Trust purchase authorization form
    Completed Annuity Application – Non Qualified version
    • Use the non-qualified application to ensure Mainstar completes any applicable tax filings and not the insurance company.

4 Easy Steps To Open Your Self-Directed IRA