To open your account, we will need the following:

1. A completed SIMPLE 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.‍
• Current statement for each IRA to be transferred.

• Rollover Certification Form for each employer sponsored plan (401k etc.).
• Current statement for each qualified plan to be rolled over.
• Contribution Form

4. $50 account establishment fee.

For more information, please contact Mountain West IRA.‍