Individual 401(k) Plan Starter Kit
To establish an Individual 401(k) Plan we will need the following:
1
A completed Individual 401(k) Plan Starter Kit.
2
Fund Your Account.
- Transfer Form for each IRA from which we will be directly receiving funds – Watch Instructional Video HERE.
- Statement for each IRA to be transferred.
- Rollover Certification Form for each employer sponsored plan (401k etc.) – Watch Instructional Video HERE.
- Statement for each qualified plan to be rolled over.
- Individual(k) Plan Contribution Form
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 at 866-377-3311.
Please choose how you prefer to complete your IRA Starter Kit:
