Elita RE Management LLC
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Fast Turnaround • Clear Overview • No Upfront Cost

Get a Clear Overview of 401(k) & IRA Accounts

Get a clear retirement account overview — not just a generic report. We help identify and organize IRA and 401(k) accounts connected to your work history, with verified details and clear next steps.

🔒 Bank-Level Encryption
🛡️ Privacy-First Process
✅ Step-by-step clarity
💵 No upfront fees
Typical time to complete the secure form: ~2–4 minutes
You can review everything before submitting.
🔐 Encrypted submission 🧾 Licensed representative ⛔ No guarantees
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What you’ll get

A structured overview designed to help you understand what retirement accounts may exist and where they are typically located.

✓
Accounts & providers
IRA/401(k) providers tied to employment history (when available)
✓
Key details
Plan identifiers, dates, and status indicators (where applicable)
✓
Clear next steps
Practical consolidation/rollover pathways explained in plain language
Privacy note: We recommend submitting sensitive information only through the secure form (not email or SMS).
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Disclosure: We are an independent service provider and not affiliated with or endorsed by the IRS. Your request is handled through a licensed tax professional (CPA/EA/Attorney) listed on the authorization form.
Secure Process • Step-by-step Why SSN is required

Why SSN Is Required (and how it’s used)

For accurate identity matching, SSN is used to reduce misidentification and incomplete results. It is used solely for verification and record matching as part of the authorization request.

Authorization-based representation

You are authorizing a licensed tax professional (CPA/EA/Attorney) listed on the IRS authorization form (e.g., Form 8821) to request or receive eligible information within the scope of that authorization. We support the process as an independent service provider — not the IRS and not endorsed by the IRS.

Before you submit

You’ll be able to review the form fields before submitting. If anything looks unclear, you can stop and contact support.
SecureEncrypted submission (use a trusted device/network)
LimitedUsed only for the purpose described
LicensedHandled via CPA/EA/Attorney on the authorization form
RevocableRevocation is available per IRS procedures
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Quick FAQs

Is this an IRS website?

No. We are an independent service provider and are not affiliated with or endorsed by the IRS. Your authorization is handled through a licensed tax professional (CPA/EA/Attorney) listed on the form.

Can I stop or revoke authorization?

Yes. You may stop before submitting. Revocation is available per IRS procedures and what is described in the form.

How is my SSN used?

Solely for identity matching and verification for the authorization request. Please use the secure form and avoid sending SSN by email/text.

Tip: If you are not comfortable entering SSN online, you may contact support to discuss a secure workflow.
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Comprehensive Overview

We review IRA, 401(k), and legacy retirement plans connected to your employment history.

Begin

Fast Turnaround

Most requests are completed quickly (often within about one business day), with verified account details.

Start

Clear Next Steps

Get practical guidance on consolidation and rollover pathways, explained clearly.

Go

Security & Privacy

TLS encryption, data minimized, privacy by design.

Proceed

How It Works

1
Tap Start to open the secure authorization form and confirm basic details.
2
Structured verification based on the authorization request and available sources tied to employment/plan records.
3
Receive results with an organized overview and clear next steps (when applicable).
Clear Overview
Accounts, providers, and key details
Verification-first
Focused on accuracy and clarity
Nationwide
Service across all U.S. states
“The process was straightforward and I finally had a clear overview of my retirement accounts.” — Michael T., FL
“Simple, secure, and easy to follow.” — Sarah L., CA
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Ready to submit? Secure form • ~2–4 minutes
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