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:
