Submit Required Statement & ID Here Email IRA@oaksorsllc.com Text (562) 473-5334 Fax (562) 278-3164 Simple. Quick. Honest Protect Your Retirement First Name Last Name Date of Birth Tax ID / SSN Cell phone Address Email Address Married Yes No Widowed Please click all that apply: Traditional Roth 401k 403b TSP Sep IRA Annuity Other Approximate Portfolio Value Any other information you’d like to provide Submit a PDF file Submit Application