Forms and Documents

Forms & Documents You Need for YOUR
Self-Directed IRA

ACCOUNT APPLICATIONS
  • Self-Directed IRA Starter Kit
  • Self-Directed Roth IRA Starter Kit
  • Self-Directed Precious Metals/Foreign Currency Starter Kit
  • Self-Directed SEP Starter Kit
  • Self-Directed SIMPLE IRA Starter Kit
  • Self-Directed Individual 401(k) Plan Starter Kit
  • Self-Directed Health Savings Account (HSA) Starter Kit
  • Record Keeping Account Starter Kit

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

PDF Electronic 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.

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.

PDFElectronic 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.

PDFElectronic Signature
ACCOUNT MAINTENANCE FORMS
  • Beneficiary Designation Change Form
  • Change of Address Form
  • Change of Name Form
  • Credit Card Authorization Form | One-Time
  • Credit Card Authorization Form | Recurring
  • Fair Market Valuation Form (FMV)
  • Fee Schedule
  • Interested Party Designation Form

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.

PDF Electronic Signature
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.

PDFElectronic Signature
FMV Support Reference
Beneficiary Account Forms
  • Beneficiary IRA Starter Kit | 2020 & Later
  • Beneficiary IRA Starter Kit | 2019 & Earlier
  • Beneficiary IRA Precious Metals Starter Kit | 2020 & Later
  • Beneficiary IRA Precious Metals Starter Kit | 2019 & Earlier
  • Inherited IRA Beneficiary Designation Form | 2020 & Later
  • Inherited IRA Beneficiary Designation Form | 2019 & Earlier

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.

PDF Electronic Signature

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

PDFElectronic Signature

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

PDFElectronic Signature

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.

PDF Electronic Signature

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

PDF Electronic Signature
DISTRIBUTION FORMS
  • Distribution Form | Qualified Plan
  • Distribution Form | Roth IRA
  • Distribution Form | Traditional IRA
PDF

Electronic Signature Not Available – Notary Required

PRECIOUS METALS PURCHASE FORMS
  • Purchase Kit | Precious Metals
  • Acceptable Precious Metals
  • Direction of Investment Form | Precious Metals
  • Fee Schedule | Precious Metals
  • Outgoing Wire Instructions | Precious Metals

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

PDF Electronic Signature
PDF

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

PDF Electronic Signature
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.
PDF Electronic Signature

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

PDFElectronic Signature
PDFElectronic Signature

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

PRECIOUS METALS MAINTENANCE FORMS
  • Depository Payment Authorization Letter | Precious Metals
  • Incoming Check & Wire Instructions | Precious Metals
  • Outgoing Wire Instructions | Precious Metals
PDF
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
  • Purchase Kit | Private Placement
  • Purchase Kit | Private Stock
  • Direction of Investment Form | Private Placement
  • Disclaimer & Indemnity Agreement | Private Placement
  • Form 990-T
  • Instruction Letter | Private Placement
  • IRA LLC Requirements
  • Outgoing Wire Instructions | Transactions
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PDF
PDF
PDF
PDF
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
  • Incoming Check & Wire Instructions
  • Outgoing Wire Instructions | Maintenance
  • Sell Direction Letter | General (Non Real Estate)
PDF
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
  • Purchase Kit | Promissory Note
  • Outgoing Wire Instructions | Transactions
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
  • Incoming Check & Wire Instructions
  • Note Modification Authorization
  • Note Payoff Confirmation
  • Outgoing Wire Instructions | Maintenance
PDF
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
  • Purchase Kit | Real Estate
  • Purchase Kit | Real Estate - Qualified Plan
  • Direction of Investment Form | Real Estate
  • Form 990-T
  • Outgoing Wire Instructions | Transactions
  • Real Estate Purchase Do's & Don'ts

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

PDF Electronic Signature
PDF
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
  • Incoming Check & Wire Instructions
  • Loan Payoff Confirmation
  • Outgoing Wire Instructions | Maintenance
  • Payment Authorization Letter | Property Tax
  • Payment Authorization Letter | Recurring
  • Payment Authorization Letter | Single Use
  • Sell Direction Letter | Real Estate
PDF
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

Click here to download → 2021 Contribution Limits

Click here to download → 2020 Contribution Limits

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