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 Video HERE
     1. Statement for each IRA to be transferred
   • Rollover Certification Form for each employer sponsored plan (401k, etc.) – Watch Video HERE
     1. Statement for each qualified plan to be rolled over
   • Contribution Coupon
4. $50 Account Establishment Fee

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

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

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