Forms and Documents

Forms & Documents You Need for YOUR
Self-Directed IRA

ACCOUNT APPLICATIONS

Review step-by-step directions to complete an IRA Starter Kit HERE.

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Review step-by-step directions to complete a Roth IRA Starter Kit HERE.

PDF Electronic Signature

Review step-by-step directions to complete a SEP Starter Kit HERE.

PDF Electronic Signature

Review step-by-step directions to complete a SIMPLE Starter Kit HERE.

PDF Electronic Signature

Review step-by-step directions to complete an Individual 401(k) Plan Starter Kit HERE.

PDF Electronic Signature

Review step-by-step directions to complete a HSA Starter Kit HERE.

PDF Electronic Signature

Review step-by-step directions to complete an IRA Starter Kit HERE.

PDFElectronic Signature
Review step-by-step directions to complete an IRA Starter Kit HERE.
PDF Electronic Signature
Review step-by-step directions to complete a SEP Starter Kit HERE.
PDF Electronic Signature

Review step-by-step directions to complete a SIMPLE Starter Kit HERE.

PDFElectronic Signature

Review step-by-step directions to complete an Individual 401(k) Plan Starter Kit HERE.

PDFElectronic Signature

Review step-by-step directions to complete a HSA Starter Kit HERE.

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ACCOUNT MAINTENANCE FORMS

The Fair Market Valuation Form (FMV) is used to update or assign the value of assets held within your self-directed IRA account.  To ensure proper tax reporting, this form must be submitted to our office on a yearly basis for each asset held in your self-directed IRA account.

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FMV Support Reference

The Fair Market Valuation Form (FMV) is used to update or assign the value of assets held within your self-directed IRA account.  To ensure proper tax reporting, this form must be submitted to our office on a yearly basis for each asset held in your self-directed IRA account.

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FMV Support Reference
Beneficiary Account Forms

Use this Beneficiary IRA Starter Kit if the Grantor’s year of death is 2020 or later.

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Use this Beneficiary IRA Starter Kit if the Grantor’s year of death is 2019 or earlier.

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Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor’s year of death is 2020 or later.

PDFElectronic Signature

Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor’s year of death is 2019 or earlier.

PDFElectronic Signature

Use this Inherited IRA Beneficiary Designation Form if the Grantor’s year of death is 2020 or later.

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Use this Inherited IRA Beneficiary Designation Form if the Grantor’s year of death is 2019 or earlier.

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Use this Beneficiary IRA Starter Kit if the Grantor's year of death is 2020 or later.

PDF Electronic Signature

Use this Beneficiary IRA Starter Kit if the Grantor's year of death is 2019 or earlier.

PDF Electronic Signature

Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor's year of death is 2020 or later.

PDF Electronic Signature

Use this Beneficiary IRA Precious Metals Starter Kit if the Grantor's year of death is 2019 or earlier.

PDF Electronic Signature

Use this Inherited IRA Beneficiary Designation Form if the Grantor's year of death is 2020 or later.

PDF Electronic Signature

Use this Inherited IRA Beneficiary Designation Form if the Grantor's year of death is 2019 or earlier.

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DISTRIBUTION FORMS
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Electronic Signature Not Available – Notary Required

PRECIOUS METALS PURCHASE FORMS

Review step-by-step directions to complete a Precious Metals Purchase Kit HERE.

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Review step-by-step directions to complete a Precious Metals Direction of Investment Form HERE.

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PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Precious Metal assets.

Review step-by-step directions to complete a Precious Metals Purchase Kit HERE.
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Review step-by-step directions to complete a Precious Metals Direction of Investment Form HERE.

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PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Precious Metal assets.

PRECIOUS METALS MAINTENANCE FORMS
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PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

PRIVATE PLACEMENT PURCHASE FORMS
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PDF Electronic Signature
Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Private Placement assets.
PRIVATE PLACEMENT MAINTENANCE FORMS
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PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

PROMISSORY NOTE PURCHASE FORMS
PDF Electronic Signature
Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Promissory Note assets.
PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Promissory Note assets.

PROMISSORY NOTE MAINTENANCE FORMS
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PDF Electronic Signature
Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.
PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

REAL ESTATE PURCHASE FORMS

Review step-by-step directions to complete a Real Estate Purchase Kit HERE.

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PDF Electronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to purchase Real Estate assets.

REAL ESTATE MAINTENANCE FORMS
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PDFElectronic Signature

Please submit the Outgoing Wire Instructions Form when sending outgoing funds via wire to pay an expense related to an asset your IRA owns.

SELF-DIRECTED IRA EDUCATION

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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 investment options 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.

You can access all of our webinars HERE.

Click here to download → Process Diagram

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.

Prohibited transactions in IRA