Forms and Documents

Mountain West IRA – Forms & Documents

Account Applications:

IRA Starter Kit

Self-Directed Roth IRA Application

Self-Directed Precious Metals/Foreign Currency IRA Application

Self-Directed SEP Application

Self-Directed Simple Application

Self-Directed Individual(k) Plan Applicaiton

Self-Directed Health Savings Account (HSA) Application

 

Real Estate Related:

Real Estate Purchase Kit

Direction of Investment – Real Estate

Do’s and Don’ts of Real Estate

Form 990-T

Payment Authorization Letter

* Items include all necessary Mountain West IRA Forms to purchase an asset

 

Promissory Note Related:

Direction of Investment – Promissory Note

Note Modification Authorization

Note Payoff Confirmation

 

Private Placement Related:

Private Placement Purchase Kit*

Private Stock Purchase Kit*

Direction of Investment – Private Placement

Private Placement Instruction Letter

Private Placement Disclaimer & Indemnity Agreement

IRA LLC Requirements

Form 990-T

* Items include all necessary Mountain West IRA Forms to purchase an asset

 

Precious Metal Related:

Precious Metals Purchase Kit*

Direction of Investment – Precious Metals

Acceptable Precious Metals

Depository Payment Authorization

Precious Metals IRA Fee Schedule

* Items include all necessary Mountain West IRA Forms to purchase an asset

 

Misc. Forms:

Beneficiary Designation Change

Change of Address Form

Contribution Coupon

2018 Contribution Limits

One-Time Credit Card Authorization Form

Direction of Investment – General Investment

Distribution Form – Traditional IRA

Distribution Form – Roth IRA

Distribution Form – Qualified Plan

Fair Market Valuation Form

Fee Schedule

Incoming Wire Instructions

Interested Party Designation

Outgoing Wire Instructions

Prohibited Transaction Signature Form

Process Diagram

Recurring Credit Card Authorization Form

Rollover Certification Form

Roth Conversion Form

Roth Conversion Form – Qualified Plan

Sell Direction Letter

Transfer Form