Several law changes in the past few years have impacted Individual Retirement Accounts (IRAs). Your IRA Plan document cannot be updated to reflect these changes until the Internal Revenue Service releases their version of the language that must appear in your Plan. In the meantime, we would like to take this opportunity to provide you with an informational summary. You can view the summary HERE.
Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor's year of death is 2019 or earlier.
Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor's year of death is 2020 or later.
Use this Beneficiary IRA Starter Kit if the Grantor's year of death is 2020 or later.
Use this Beneficiary IRA Starter Kit if the Grantor's year of death is 2019 or earlier.
Download the Health Savings Account (HSA) Starter Kit.
Download the Individual 401(k) Plan Starter Kit.
Download the Precious Metals Foreign Currency Starter Kit.
Download the Record Keeping Account Starter Kit.
Review step-by-step directions to complete a Roth IRA Starter Kit.
Review step-by-step directions to complete a Traditional IRA Starter Kit.
Download the Contribution Form - Individual(k) Plan.
In-Plan Rollover To Designated Roth Account
Credit Card Authorization Form | One-Time
Credit Card Authorization Form | Recurring
The Fair Market Valuation Form Support Examples
Use this Inherited IRA Beneficiary Designation Form if the Grantor's year of death is 2019 or earlier.
Use this Inherited IRA Beneficiary Designation Form if the Grantor's year of death is 2020 or later.
Download the Distribution Form - Traditional IRA.
Please submit the Outgoing Wire Instructions form when sending outgoing funds via wire to purchase Precious Metals.
Download the Individual Safekeeping Account Agreement.
Download the Acceptable Precious Metals document at the link provided.
Depository Payment Authorization Letter
The step-by-step instruction sheet is not included with this document.
Complete the Outgoing Wire Instructions Form
Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase private placement assets.
Download Purchase Kit | Private Placement - Qualified Plan.
Download Sell Direction Letter | General (Non Real Estate).
Download the Direction of Investment | Private Placement.
FinCEN Corporate Transparency Act Acknowledgement
Download Incoming Check and Wire Instructions - Private Placement.
Private Placement Disclaimer & Indemnity Agreement
Download the Private Placement Instruction Letter.
Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Promissory Note assets.
Incoming Check and Wire Instructions
Outgoing Wire Delivery Instructions Transactions
Download the Qualified Plan – Real Estate Purchase Kit.
Download Incoming Check and Wire Instructions - Real Estate.
Download outgoing wire delivery instructions maintenance real estate.
Download payment authorization letter - recurring.
Download Payment Authorization Letter - Single Use.
Download Payment Authorization Letter – Property Tax.
Download 'The Do's and Don'ts of Real Estate in Your IRA'
Individual (K) Plan Loan Policy Procedure
If you’re looking for self-directed IRA companies, look no further than Mountain West IRA. We take great pride in helping our clients create the IRA retirement plan that will provide you with the solid financial foundation you need to ensure you can live comfortably in your retirement years.
Mountain West IRA is a nationally trusted self-directed IRA administrator. We accept a vast array of alternative allowable investments so you can create a diverse alternative asset portfolio that yields the results you are looking for to fund your retirement years, while being in control of your retirement.
Mountain West IRA does not offer investment, tax, financial, or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area.