self-directed ira

Forms

Several law changes in the past few years have impacted Individual Retirement Accounts (IRAs). Your IRA Plan document cannot be updated to reflect these changes until the Internal Revenue Service releases their version of the language that must appear in your Plan. In the meantime, we would like to take this opportunity to provide you with an informational summary. You can view the summary HERE.

Account Applications

Beneficiary IRA Precious Metals Starter Kit | 2019 & Earlier

Beneficiary IRA Precious Metals Starter Kit | 2020 & Later

Beneficiary IRA Starter Kit | 2020 & Later

Beneficiary IRA Starter Kit | 2019 & Earlier

Health Savings Account (HSA) Starter Kit

Individual 401(k) Plan Starter Kit

Precious Metals Foreign Currency Starter Kit

Record Keeping Account Starter Kit

Account Funding Forms

Contribution Form | Individual(k) Plan

IRA Rollover Direct Rollover Form

In-Plan Rollover To Designated Roth Account

Transfer Form | Account Funding

Account Maintenance Forms
Beneficiary Account Forms

Inherited IRA Beneficiary Designation Form | 2019 & Earlier

Inherited IRA Beneficiary Designation Form | 2020 & Later

Distribution Forms

Distribution Request | Qualified Plan

Distribution Request | Traditional IRA

Precious Metals Purchase Forms

Outgoing Wire Instructions | Transactions

Precious Metals Maintenance Forms

Idaho Armored Vaults/Gold Silver Vault

Depository Payment Authorization Letter | Precious Metals

Direction of Investment Form | Precious Metals

Incoming Wire and Check Instructions

Outgoing Wire Instructions | Maintenance

Sell Direction Letter | Precious Metals

Private Placement Purchase Forms

Outgoing Wire Instructions | Transactions

Purchase Kit | Private Placement - Qualified Plan

Private Placement Maintenance Forms

Sell Direction Letter | General (Non Real Estate)

Direction of Investment | Private Placement

Incoming Wire and Check Instructions | Private Placement

Outgoing Wire Instructions | Maintenance - Private Placement

Private Placement Disclaimer & Indemnity Agreement

Private Placement Instruction Letter

Promissory Note Forms

Direction of Investment | Promissory Note

Outgoing Wire Instructions | Transactions

Promissory Note Maintenance Forms

Incoming Wire and Check Instructions | Promissory Note

Outgoing Wire Instructions | Maintenance

Real Estate Purchase Forms

Outgoing Wire Instructions | Transactions - Real Estate

Purchase Kit | Real Estate - Qualified Plan

Real Estate Maintenance Forms

Direction of Investment | Real Estate

Incoming Wire and Check Instructions | Real Estate

Outgoing Wire Instructions | Maintenance

Payment Authorization Letter | Property Tax

Payment Authorization Letter | Recurring

Payment Authorization Letter | Single Use

Sell Direction Letter | Real Estate

The Do’s and Don’ts of Real Estate in Your IRA

Cryptocurrency Purchase Forms

Cryptocurrency - Disclaimer & Indemnity Agreement

Direction of Investment | Cryptocurrency

Cryptocurrency Maintenance Forms
Self-Directed IRA Education

2024 Contribution Limits

2025 Contribution Limits

Individual (K) Plan Loan Policy Procedure

Self-Directed IRA Investment Process

Are You Looking To Self-Direct Your Retirement Account?

If you’re looking for self-directed IRA companies, look no further than Mountain West IRA. We take great pride in helping our clients create the IRA retirement plan that will provide you with the solid financial foundation you need to ensure you can live comfortably in your retirement years.

Mountain West IRA is a nationally trusted self-directed IRA administrator. We accept a vast array of alternative allowable investments so you can create a diverse alternative asset portfolio that yields the results you are looking for to fund your retirement years, while being in control of your retirement.

Mountain West IRA does not offer investment, tax, financial, or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area.