Individual(k) Plan Account Establishment

Individual(k) Plan

To establish an Individual(k) Plan we will need the following:

  1. Individual (k) Starter Kit
  2. Fund Your Account
    1. Transfer Form for each IRA from which we will be directly receiving funds – Watch Video HERE
      1. Statement for each IRA to be transferred
    2. Rollover Certification Form for each employer sponsored plan (401k, etc.) – Watch Video HERE
      1. Statement for each qualified plan to be rolled over
    3. Contribution Coupon
  3. Copy of your Driver’s License
  4. $300.00 Plan document fee
  5. $50.00 account establishment fee (per participant/account)

For more information, please contact Mountain West IRA 866-377-3311

Please choose how you prefer to complete your Individual(k) Plan: