Vantage Retirement Plans, LLC
20860 N Tatum Blvd. Suite 240
Phoenix, AZ 85050
Get Directions
Toll Free: (866) 459-4580
Phone: (480) 306-8404
Fax: (480) 306-8408
Office Hours
Monday to Friday
9 a.m. – 5 p.m. Arizona Time
Closed daily for lunch from 12 p.m. – 1 p.m.
Office Closures
Thursday, July 4th – Friday, July 5th
Closed in observance of Independence Day.
Thursday, July 25th – Friday, July 26th
Closed for an all-company event.
Friday, August 2nd (12:00pm to 5:00pm)
Closed for an all-company meeting.
Accounting@VantageIRAS.com
Credit Card Authorization
Billing Inquires
Administration@VantageIRAS.com
Change of Address
Change of Beneficiary
Deposit Coupon
Distribution
Interested Party Designation
Limited Power Of Attorney
Payment Authorization Letter
Fair Market Valuation
Info@VantageIRAS.com
General Client Inquiries
Investments@VantageIRAS.com
Buy Direction Letter
Operating Agreement
Private Placement Disclaimer & Indemnity Agreement
Sell Direction Letter
Supporting documentation for all non-real estate transactions
NewAccounts@VantageIRAS.com
Application
Fee Schedule
Supporting documentation
PreciousMetals@VantageIRAS.com
Any precious metals transaction documentation
RealEstate@VantageIRAS.com
Real estate Contracts
HUD statements
Supporting documentation for real estate transactions
Transfers@VantageIRAS.com
Rollover Certification
Supporting documentation for transfer requests