SEP Starter Kit

SEP Starter Kit

In order to open your account, we will need the following:

1

A completed SEP IRA Starter Kit.

2

Copy of your driver’s license.

3

Fund the account by Transfer, Rollover or Annual Contribution.

  • 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.
  • Contribution Form
4

$50 Account Establishment Fee.

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


Please choose how you prefer to complete your SEP Starter Kit:

Prohibited transactions in IRA