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 IRA Starter Kit
  • Self-Directed SIMPLE IRA Starter Kit
  • Self-Directed Individual(k) Plan Starter Kit
  • Self-Directed Health Savings Account (HSA) Starter Kit

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.

PDFElectronic Signature

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

PDFElectronic Signature

Review step-by-step directions to complete a Individual (401)K Plan HERE.

PDFElectronic Signature

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

PDFElectronic Signature

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

PDFElectronic Signature

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

PDFElectronic Signature

Review step-by-step directions to complete a Individual (401)K Plan HERE.

PDFElectronic Signature

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

PDFElectronic Signature
REAL ESTATE PURCHASE FORMS
  • Qualified Plan – Real Estate Purchase Kit
  • Outgoing Wire Instructions – Transactions
  • Real Estate Purchase Kit
PDFElectronic Signature

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

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

PDFElectronic Signature
PDFElectronic Signature

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

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

PDFElectronic Signature
REAL ESTATE MAINTENANCE FORMS
  • Payment Authorization Letter – Property Tax
  • Sell Direction Letter – Real Estate
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Loan Payoff Confirmation
  • Real Estate Purchase – Direction of Investment
  • Real Estate Purchase – Do’s and Don’ts
  • Form 990-T
  • Payment Authorization Letter – Single Use
  • Payment Authorization Letter – Recurring
PDFElectronic Signature

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

PDF
PDF
  • Payment Authorization Letter – Property Tax
  • Sell Direction Letter – Real Estate
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Loan Payoff Confirmation
  • Real Estate Purchase – Direction of Investment
  • Real Estate Purchase – Do’s and Don’ts
  • Form 990-T
  • Payment Authorization Letter – Single Use
  • Payment Authorization Letter – Recurring
PDFElectronic Signature

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

PDF
PDF
PROMISSORY NOTE PURCHASE FORMS
  • Outgoing Wire Instructions – Transactions
  • Promissory Note Purchase Kit
PDFElectronic Signature

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

PDFElectronic Signature

*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 MAINTENANCE FORMS
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Note Modification Authorization
  • Note Payoff Confirmation
PDFElectronic Signature

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

PDF
PDFElectronic Signature

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

PRIVATE PLACEMENT PURCHASE FORMS
  • Outgoing Wire Instructions – Transactions
  • Private Placement Purchase Kit
  • Private Stock Purchase Kit
PDFElectronic Signature

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

PDFElectronic Signature

*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 MAINTENANCE FORMS
  • Private Placement – Direction of Investment
  • Sell Direction Letter – General (Non Real Estate)
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Private Placement Instruction Letter
  • Private Placement Disclaimer & Indemnity Agreement
  • IRA LLC Requirements
  • Form 990-T
PDFElectronic Signature

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

PDF
PDF
PDF
PDF
PDF
  • Private Placement – Direction of Investment
  • Sell Direction Letter – General (Non Real Estate)
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Private Placement Instruction Letter
  • Private Placement Disclaimer & Indemnity Agreement
  • IRA LLC Requirements
  • Form 990-T
PDFElectronic Signature

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

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

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

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

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

PDF Electronic Signature
PDFElectronic Signature

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

Review step-by-step directions to complete a Precious Metals Purchase Kit HERE.
PDF Electronic Signature
PRECIOUS METALS MAINTENANCE FORMS
  • Depository Payment Authorization Letter - Precious Metals
  • Fee Schedule - Precious Metals
  • Incoming Check & Wire Instructions - Precious Metals
  • Outgoing Wire Instructions - Precious Metals
PDF
PDF Electronic Signature
Please complete the Outgoing Wire Instructions Form when sending outgoing funds to pay an expense related to an asset your IRA owns.
  • Outgoing Wire Instructions – Maintenance
  • Incoming Check & Wire Instructions
  • Precious Metals – Fee Schedule
  • Precious Metals – Direction of Investment
  • Acceptable Precious Metals
  • Precious Metals Depository Payment Authorization Letter
PDFElectronic Signature

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

PDF

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

PDF Electronic Signature
FMV Support Reference PDF
PDF
PDFElectronic Signature

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

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

PDFElectronic Signature
ACCOUNT MAINTENANCE FORMS
  • Beneficiary Designation Change Form
  • Change of Address Form
  • Change of Name Form
  • Credit Card Authorization Form – Recurring
  • Credit Card Authorization Form – Single Use
  • Fair Market Valuation Form (FMV)
  • Fee Schedule
  • Interested Party Designation

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
DISTRIBUTION FORMS
  • Distribution Form – Qualified Plan
  • Distribution Form – Roth IRA
  • Distribution Form – Traditional IRA
PDF

Electronic Signature Not Available – Notary Required

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

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