Forms and Documents

Mountain West IRA – Forms & Documents

Account Applications

Self-Directed IRA Starter Kit

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

Electronic Signature: IRA Starter Kit

PDF: IRA Starter Kit

Self-Directed Roth IRA Starter Kit

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

Electronic Signature: IRA Starter Kit

PDF: IRA Starter Kit

Self-Directed Precious Metals/Foreign Currency Starter Kit
Self-Directed SEP IRA Starter Kit

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

Electronic Signature: SEP IRA Starter Kit

PDF: SEP IRA Starter Kit

Self-Directed SIMPLE IRA Starter Kit

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

Electronic Signature: SIMPLE IRA Starter Kit

PDF: SIMPLE IRA Starter Kit

Self-Directed Individual(k) Plan Starter Kit

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

Electronic Signature: Individual(k) Plan Starter Kit

PDF: Individual K Plan Starter Kit

Self-Directed Health Savings Account (HSA) Starter Kit

Review step-by-step directions to complete an Health Savings Starter Kit here.

Electronic Signature: HSA Starter Kit

PDF: HSA Starter Kit

Account Funding Forms

Conversion Form – Qualified Plan
Transfer Form

Electronic Signature: Transfer Form

PDF: Transfer Form

Rollover Form
Contribution Form

Electronic Signature: Contribution Form

PDF: Contribution Form

Conversion Form

Electronic Signature: Roth Conversion Form

PDF: Roth Conversion Form

Real Estate Forms

Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete the Outgoing Wire Instructions Form to send outgoing funds for the purchase of Real Estate, Promissory Note, or Private Placement assets.

Real Estate Purchase Kit

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

Electronic Signature: Real Estate Purchase Kit

PDF: Real Estate Purchase Kit

Real Estate Maintenance

Sell Direction Letter (SDL)

Electronic Signature: Sell Direction Letter (SDL)

Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

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

Incoming Check & Wire Instructions
Loan Payoff Confirmation
Real Estate Purchase – Direction of Investment

Electronic Signature: Real Estate Purchase – Direction of Investment

PDF:  Real Estate Purchase – Direction of Investment

Real Estate Purchase – Do and Don’ts

Review step-by-step directions to complete a Real Estate Purchase – Do and Don’ts here

Electronic Signature: Real Estate Purchase – Do and Don’ts

PDF: Real Estate Purchase – Do and Don’ts

Form 990-T

PDF: Form 990-T

Payment Authorization Letter – Single Use
Payment Authorization Letter – Recurring

Promissory Note Forms

Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete the Outgoing Wire Instructions Form to send outgoing funds for the purchase of Real Estate, Promissory Note, or Private Placement assets.

Promissory Note Purchase Kit

Promissory Note Maintenance

Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

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

Incoming Check & Wire Instructions
Note Modification Authorization
Note Payoff Confirmation

Review step-by-step directions to complete an Promissory Note here

Electronic Signature: Note Payoff Confirmation 

PDF: Note Payoff Confirmation

Private Placement Forms

Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete the Outgoing Wire Instructions Form to send outgoing funds for the purchase of Real Estate, Promissory Note, or Private Placement assets.

Private Placement Purchase Kit
Private Stock Purchase Kit

Private Placement Maintenance

Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

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

Incoming Check & Wire Instructions
Private Placement Instruction Letter

Review step-by-step directions to complete a Private Placement Instruction Letter here

Electronic Signature: Private Placement Instruction Letter

PDF: Private Placement Instruction Letter

Private Placement Disclaimer & Indemnity Agreement

Review step-by-step directions to complete a Private Placement Disclaimer & Indemnity Agreement here

Electronic Signature: Private Placement Disclaimer & Indemnity Agreement

PDF: Private Placement Disclaimer & Indemnity Agreement

IRA LLC Requirements
Form 990-T

PDF: Form 990-T

Precious Metals Forms

Outgoing Wire Instructions – Compliance

Electronic Signature: Outgoing Wire Instructions – Compliance

PDF:  Outgoing Wire Instructions – Compliance

*Please complete the Outgoing Wire Instructions Form when sending outgoing funds related to the purchase of Precious Metal assets.

Precious Metals Purchase Kit

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

Electronic Signature: Precious Metals Purchase Kit

PDF: Precious Metals Purchase Kit

Precious Metals Maintenance

Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

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

Incoming Check & Wire Instructions
Precious Metals – Fee Schedule
Precious Metals – Direction of Investment
Acceptable Precious Metals
Depository Payment Authorization Letter

Review step-by-step directions to complete a Depository Payment Authorization Letter here

Electronic Signature: Depository Payment Authorization Letter

PDF:  Depository Payment Authorization Letter

Account Maintenance

Beneficiary Designation Change Form
Change of Name Form

Electronic Signature: Change of Name Form

PDF: Change of Name Form

Change of Address Form

Electronic Signature: Change of Address Form

PDF:  Change of Address Form

Credit Card Authorization Form – Single Use
Fair Market Valuation Form (FMV)

The Fair Market Valuation Form (FMV) is used to update or assign value of assets held within your self-directed IRA account.  This form must be submitted on a yearly basis to ensure proper tax reporting.  Mountain West IRA must receive your completed Fair Market Valuation Form along with necessary supporting documents on or before December 31st.

Electronic Signature: Fair Market Valuation Instructions & Form

PDF: Fair Market Valuation Instructions & Form

PDF: Supporting Documentation Reference – Fair Market Valuation Form

Self-Directed IRA Fee Schedule

Electronic Signature: Fee Schedule

PDF: Fee Schedule

Interested Party Designation
Credit Card Authorization Form – Recurring

Distribution Form

Distribution Form – Qualified Plan

Electronic Signature: Not Available Due to Notary Required

PDF: Distribution Form – Qualified Plan

Distribution Form – Roth IRA
Distribution Form – Traditional IRA

Self-Directed IRA Education

2019 Contribution Limits
Webinar Information

You can find all of our webinars here 

2018 Contribution Limits
Self-Directed IRA Investment Process