mountain west ira

Simple IRA Starter Kit

In order to open your account, we will need the following:

  1. A completed SIMPLE IRA Starter Kit.
  2. Copy of your driver’s license.
  3. Fund the account by Transfer, Rollover or Annual Contribution.
  • Transfer Form for each IRA from which we will be directly receiving funds.
  • Statement for each IRA to be transferred.
  1. $50 Account Establishment Fee.

For more information, please contact Mountain West IRA.

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

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