SIMPLE IRA Starter Kit

SIMPLE IRA Starter Kit

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


A completed SIMPLE IRA Starter Kit.


Copy of your driver’s license.


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

$50 Account Establishment Fee.

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

Please choose how you prefer to complete your SIMPLE IRA Starter Kit:

Prohibited transactions in IRA