mountain west ira

Individual 401(k) Plan Starter Kit

To establish an Individual 401(k) Plan we will need the following:

  1. A completed Individual 401(k) Plan Starter Kit.
  2. Fund Your Account.
  • Transfer Form for each IRA from which we will be directly receiving funds.
  • Statement for each IRA to be transferred.
  • Rollover Certification Form for each employer sponsored plan (401k etc.).
  • Statement for each qualified plan to be rolled over.
  • Individual(k) Plan Contribution Form
  1. Copy of your Driver’s License.
  2. $300.00 Plan document fee.
  3. $50.00 account establishment fee (per participant/account).

For more information, please contact Mountain West IRA.

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

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