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

Review step-by-step directions to complete a Precious Metals/Foreign Currency IRA Starter Kit

Electronic Signature: Precious Metals/Foreign Currency IRA Starter Kit

PDF: Precious Metals Starter Kit

Self-Direction SEP Starter Kit

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

Electronic Signature: SEP Starter Kit

PDF: SEP 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 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 Application

Account Funding Forms

Conversion Form – Qualified Plan

Review step-by-step directions to complete a Roth Conversion Form – Qualified Plan here

Electronic Signature: Roth Conversion Form – Qualified Plan

PDF: Roth Conversion Form – Qualified Plan

Transfer Form

Review step-by-step directions to complete a Transfer Form here

Electronic Signature: Transfer Form

PDF: Transfer Form

Rollover Form

Review step-by-step directions to complete a Rollover Certification Form here

Electronic Signature: Rollover Certification Form

PDF: Rollover Certification Form

Contribution Form

Review step-by-step directions to complete a Contribution Form here

Electronic Signature: Contribution Form

PDF: Contribution Form

Conversion Form

Review step-by-step directions to complete a Roth Conversion Form here

Electronic Signature: Roth Conversion Form

PDF: Roth Conversion Form

Real Estate Forms

Outgoing Wire Instructions – Transactions

Review step-by-step directions to complete a Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete for the purchase or sale for Real Estate, Promissory Note, Private Placement, or another type of transaction funding.

Real Estate Purchase Kit

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

Electronic Signature: Real Estate Purchase Kit

PDF: Real Estate Purchase Kit

Real Estate Maintenance

Outgoing Wire Instructions – Maintenance

Review step-by-step directions to complete a Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

*Please complete for income or expenses for an asset your IRA currently owns. 

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

Review step-by-step directions to complete a 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

Review step-by-step directions to complete a Form 990-T here

Electronic Signature: Form 990-T

PDF: Form 990-T

Payment Authorization Letter – Single Use

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

Electronic Signature: Payment Authorization Letter – Single Use

PDF: Payment Authorization Letter – Single Use

Payment Authorization Letter – Recurring

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

Electronic Signature: Payment Authorization Letter – Recurring

PDF: Payment Authorization Letter – Recurring

Promissory Note Forms

Outgoing Wire Instructions – Transactions

Review step-by-step directions to complete a Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete for the purchase or sale for Real Estate, Promissory Note, Private Placement, or another type of transaction funding.

Promissory Note Purchase Kit

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

Electronic Signature: Promissory Note Purchase Kit

PDF: Promissory Note Purchase Kit

Promissory Note Maintenance

Outgoing Wire Instructions – Maintenance

Review step-by-step directions to complete a Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

*Please complete for income or expenses for an asset your IRA currently owns. 

Incoming Check & Wire Instructions
Note Modification Authorization

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

Electronic Signature: Note Modification Authorization

PDF: 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

Review step-by-step directions to complete a Outgoing Wire Instructions – Transactions

Electronic Signature: Outgoing Wire Instructions – Transactions

PDF: Outgoing Wire Instructions – Transactions

*Please complete for the purchase or sale for Real Estate, Promissory Note, Private Placement, or another type of transaction funding.

Private Placement Purchase Kit

Review step-by-step directions to complete an Private Placement here

Electronic Signature: Private Placement Purchase Kit

PDF: Private Placement Purchase Kit

Private Stock Purchase Kit

Review step-by-step directions to complete a Private Stock Purchase Kit

Electronic Signature: Private Stock Purchase Kit

PDF: Private Stock Purchase Kit

Private Placement Maintenance

Outgoing Wire Instructions – Maintenance

Review step-by-step directions to complete a Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

*Please complete for income or expenses for an asset your IRA currently 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

Review step-by-step directions to complete a IRA LLC Requirements Form here

Electronic Signature: IRA LLC Requirements

PDF: IRA LLC Requirements

Form 990-T

Review step-by-step directions to complete a Form 990-T here

Electronic Signature: Form 990-T

PDF: Form 990-T

Precious Metals Forms

Outgoing Wire Instructions – Compliance

Review step-by-step directions to complete a Outgoing Wire Instructions – Compliance

Electronic Signature: Outgoing Wire Instructions – Compliance

PDF:  Outgoing Wire Instructions – Compliance

*Please complete for the purchase or sale Precious Metals.

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

Review step-by-step directions to complete a Outgoing Wire Instructions – Maintenance

Electronic Signature: Outgoing Wire Instructions – Maintenance

PDF: Outgoing Wire Instructions – Maintenance

*Please complete for income or expenses for an asset your IRA currently owns. 

Incoming Check & Wire Instructions
Precious Metals – Fee Schedule

Review step-by-step directions to complete an Precious Metals – Fee Schedule here

Electronic Signature: Precious Metals – Fee Schedule

PDF: Precious Metals – Fee Schedule

Precious Metals – Direction of Investment
Acceptable Precious Metals

Review step-by-step directions to complete a Acceptable Precious Metals here

Electronic Signature: Acceptable Precious Metals

PDF:  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

Review step-by-step directions to complete a Fair Market Valuation within the document – Due by December 15th annually

Electronic Signature: Fair Market Valuation Instructions & Form

PDF: Fair Market Valuation Instructions & 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

Review step-by-step directions to complete a Distribution Form – Traditional IRA

Electronic Signature: Distribution Form – Traditional IRA

PDF: Distribution Form – Traditional IRA

Self-Directed IRA Education

Webinar Information

You can find all of our webinars here 

2018 Contribution Limits
Self-Directed IRA Investment Process