SIMPLE IRA Starter Kit

SIMPLE IRA Starter Kit

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

  1. A completed SIMPLE IRA Starter Kit.
  2. Copy of your driver’s license.
  3. Fund the account by Transfer, Rollover or Annual Contribution.
  4. $50 Account Establishment Fee.

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

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