Formerly known as First Trust Company of Onaga
Home > Use a Mainstar Trust Account to Invest in an Annuity Policy
Use a Mainstar Trust Account to Invest in an Annuity Policy
Invest in an Annuity Policy
- • Mainstar Trust fees for accounts Annuities:
*Does not include one-time set-up fee of $25, transaction activity fees, or fees related to other holdings. **Annual account fee may differ for Individual K, HSA, EBP and taxable accounts.
- • 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 purchases@mainstartrust.com 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.
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