IRA Starter Kit

In order to open your account, we will need the following:

1. A completed IRA Starter Kit – Watch Instructional Video HERE.
2. Copy of your driver’s license.
3. Fund the account by Transfer, Rollover or Annual Contribution.
   • Transfer Form for each IRA from which we will be directly receiving funds – Watch Instructional Video HERE
     1. Statement for each IRA to be transferred.
   • Rollover Certification Form for each employer sponsored plan (401k, etc.) – Watch Instructional Video HERE
     1. Statement for each qualified plan to be rolled over.
   • Contribution Form
4. $50 Account Establishment Fee.

For more information, please contact Mountain West IRA at 866-377-3311.

Please choose how you prefer to complete your IRA Starter Kit:

• Electronic Signature: IRA Starter Kit
• PDF: IRA Starter Kit