How Agricultural Assets Are Purchased With a Self-Directed IRA

• Select Your Asset: Research the proposed agricultural asset, including applicable costs, requirements, and potential risks.
• Complete & Submit Purchase Instructions: Complete and sign the applicable Mountain West IRA Purchase Kit (Direction of Investment). Review and approve supporting purchase documents, marking applicable documents "Read and Approved" with your signature and date before submitting them to Mountain West IRA. Do not sign where the IRA buyer's signature is required, as Mountain West IRA signs on behalf of the IRA.
  Transactions Department
  Phone: 208-510-0859
  Email: transactions@mwira.com
• Administrative Review: Mountain West IRA reviews the submitted documentation for administrative requirements and coordinates any necessary corrections or additional information. Once requirements are satisfied, an authorized signer executes applicable purchase documents on behalf of the IRA.
• Fund the Purchase: Submit all required, complete, and correct documentation at least three business days before the requested funding date. Once administrative requirements are satisfied and sufficient IRA funds are available, Mountain West IRA processes the authorized transaction at the account owner's direction.
• Maintain Your Asset: Income and other proceeds attributable to IRA-owned agricultural assets must be deposited directly into the IRA, and eligible asset-related expenses must be paid from IRA funds. Mountain West IRA provides ongoing administrative and recordkeeping services at the direction of the account owner.