The first step to opening a self-directed IRA is selecting the type of account you wish to open. If you are unsure which type of account you would like to open, you can visit our Retirement Plans page, contact Mountain West IRA, or discuss your options with your tax professional.
To open an account, we will need the following items:
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Transfer Form and statement for each IRA from which we will be directly receiving funds.
Rollover Certification Form and statement for each employer sponsored plan (401k, etc.).
Download the Health Savings Account (HSA) Starter Kit.
Download the Individual 401(k) Plan Starter Kit.
Download the Precious Metals Foreign Currency Starter Kit.
Review step-by-step directions to complete a Roth IRA Starter Kit.
Download the SEP Starter Kit.
Download the Simple IRA Starter Kit.
Review step-by-step directions to complete a Traditional IRA Starter Kit.
Please send completed documents via fax, email, or by mail. If transferring funds, please keep in mind your current custodian may require original Transfer Forms to be sent.
Fax documents to: (208) 376-4567
Email documents to: Accounts@MWIRA.com
Mail documents to:
Mountain West IRA
13905 W. Wainwright Dr.
Boise, ID 83713
As an IRA record keeper, Mountain West IRA does not affiliate itself or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms).
Mountain West IRA is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity and does not provide any recommendation on the quality, profitability or reputability of any investment, individual or firm.
In this statement, the terms “we” and “us” refer to Mountain West IRA.