Here at Mountain West IRA, we make self-directed investing easy:

When you open your account with us, our step-by-step process provides you with a blueprint to open, fund, and complete self-directed IRA investment transactions quickly, safely, and accurately.

There are three basic steps to self-directing your IRA funds:

• Open an account
• Fund your account
• Choose an investment

To open an account, you will need to submit the following items:

• Account Application
• Fee Schedule
• Copy of your driver’s license
• Prohibited Transaction Signature Form
• Transfer Form accompanied by a current statement for each IRA from which we will be receiving funds
• Rollover Certification Form accompanied by a current statement for each qualified plan (401(k), 403(b), 457, etc.) from which we will be receiving funds
• $50 account establishment fee for each account you will be opening

To fund your account from an existing IRA, complete and submit the appropriate transfer paperwork with your application packet.

Once your account is open our office will submit the transfer requests to your current custodian. If you are funding your account from a 401(k) or other employer sponsored plan, you will need to submit a Rollover Certification Form and current statement for the account from which we will be receiving funds.

You will then need to contact your benefits administrator to initiate a direct rollover from your old employer to our firm.

• Choose an investment, complete a Direction of Investment Letter, and contact our transaction department for a seamless asset purchase.
• All future asset expenses can be paid by providing us with a Payment Authorization Letter and the appropriate invoice paperwork.