self-directed ira

Forms

Everything you need to manage your self-directed IRA is right here. Browse and download the forms below to open a new account, fund your IRA, direct investments, or update your account information. If you're not sure which form you need, don't hesitate to reach out — we're happy to point you in the right direction.

Account Applications

Beneficiary IRA Precious Metals Starter Kit | 2019 & Earlier

Beneficiary IRA Precious Metals Starter Kit | 2020 & Later

Beneficiary IRA Starter Kit | 2019 & Earlier

Beneficiary IRA Starter Kit | 2020 & Later

Health Savings Account (HSA) Starter Kit

Precious Metals Foreign Currency Starter Kit

Beneficiary Account Forms

Inherited IRA Beneficiary Designation Form | 2019 & Earlier

Inherited IRA Beneficiary Designation Form | 2020 & Later

Distribution Forms
Precious Metals Purchase Forms

Outgoing Wire Instructions | Transactions - Precious Metals

Precious Metals Maintenance Forms
Private Placement Purchase Forms
Private Placement Maintenance Forms

Direction of Investment | Private Placement

Incoming Wire and Check Instructions | Private Placement

Outgoing Wire Instructions | Maintenance - Private Placement

Private Placement Disclaimer & Indemnity Agreement

Sell Direction Letter | General (Non Real Estate)

Promissory Note Purchase Forms
Promissory Note Maintenance Forms

Incoming Wire and Check Instructions | Promissory Note

Outgoing Wire Instructions | Maintenance

Real Estate Purchase Forms

Outgoing Wire Instructions | Transactions - Real Estate

Purchase Kit | Real Estate - Qualified Plan

Real Estate Maintenance Forms
Cryptocurrency Purchase Forms

Cryptocurrency - Disclaimer & Indemnity Agreement

Direction of Investment | Cryptocurrency

Cryptocurrency Maintenance Forms
Self-Directed IRA Education

2025 Contribution Limits

2026 Contribution Limits

Individual 401(k) Plan Loan Policy Procedure

Self-Directed IRA Process Roadmap

Are You Looking To Self-Direct Your Retirement Account?

Mountain West IRA makes it easy to take greater control of your retirement savings through a self-directed IRA. Our accounts allow you to hold a variety of alternative assets, including real estate, precious metals, private placements, promissory notes, and more.

As a self-directed IRA administrator, we provide the administrative and recordkeeping services you need to manage your account while you make your own asset decisions.

Mountain West IRA does not provide investment, tax, financial, or legal advice. Clients should consult with qualified professionals for guidance in these areas.