IRA Starter Kit
In order to open your account, we will need the following:
- A completed IRA Starter Kit – Watch Instructional Video HERE.
- Copy of your driver’s license.
- 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
- Statement for each IRA to be transferred.
- Rollover Certification Form for each employer sponsored plan (401k, etc.) – Watch Instructional Video HERE
- Statement for each qualified plan to be rolled over.
- Contribution Form
- Transfer Form for each IRA from which we will be directly receiving funds – Watch Instructional Video HERE
- $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