How Partnerships & Syndications Are Purchased With a Self-Directed IRA

Mountain West IRA provides administrative and recordkeeping services and does not select, recommend, research, evaluate, or perform due diligence on partnerships, syndications, or their sponsors.

• Select Your Asset: Identify the partnership or syndication, review its offering documents, ownership structure, eligibility requirements, and potential risks, and conduct your own due diligence.
• Complete & Submit Purchase Instructions: Complete and sign the applicable Mountain West IRA Purchase Kit (Direction of Investment). Review the subscription agreement and supporting documents, marking applicable documents "Read and Approved" with your signature and date before submission. The documents must identify your IRA as the investor. Do not sign where the investor's signature is required, as Mountain West IRA signs on behalf of the IRA. Submit the completed documents to our Transactions Department.
  Transactions Department
  Phone: 208-510-0859
  Email: transactions@mwira.com
• Administrative Review & Authorization: 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 documents on behalf of the IRA.
• Fund the Transaction: 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: Distributions and other proceeds attributable to the IRA's ownership interest must be deposited directly into the self-directed IRA. Eligible asset-related expenses must be paid from IRA funds.