GET CHECKBOOK CONTROL OF YOUR RETIREMENT FUNDS WITH A SELF-DIRECTED IRA LLC

INVEST IN REAL ESTATE & MORE TAX-FREE AND WITHOUT CUSTODIAN CONSENT!

GETTING STARTED IS QUICK AND EASY!

Complete a number of short and simple questions and select submit! - it's that easy!

A Tax Professional will then contact you to set-up a call with a retirement tax professional who will help you establish your IRS compliant Self-Directed IRA LLC "checkbook control" structure. It's that easy!



Get Started Now! Please fill out this form and hit submit and we will contact you.

1. Client Name:

2. Other Contact Name and Relation to Client:

3.Contact Information

Phone Number:

Email Address:   

4. LLC Name Choices (please list more than one):

A.

B.

C.

5. LLC Address (must be a physical address in the stae of the LLC - cannot use a PO Box):

Address Line 1

Address Line 2

City      State      Zip

6. Name of Indivicual(s) that will be serving as Manager(s) of the LLC (typically the IRA Holder will serve as Manager of the LLC):

7. IRA Holder Information:

IRA HOLDER #1
IRA HOLDER #2

NAME & ADDRESS OF IRA HOLDER

SOCIAL SECURITY NUMBER

BIRTHDAY

TYPE OF IRA: TRADITIONAL IRA (*See Note 1 below) IRA, ROTH, SEP, SIMPLE, OTHER (PLEASE SEPECIFY)

AMOUNT OF CASH AND/OR ASSETS TO BE TRANSFERRED (PLEASE SPECIFY EXACT AMOUNT OR INCLUDE “ALL”)

NAME & ADDRESS OF IRA HOLDER

SOCIAL SECURITY NUMBER

BIRTHDAY

TYPE OF IRA: TRADITIONAL IRA (*See Note 1 below) IRA, ROTH, SEP, SIMPLE, OTHER (PLEASE SEPECIFY)

AMOUNT OF CASH AND/OR ASSETS TO BE TRANSFERRED (PLEASE SPECIFY EXACT AMOUNT OR INCLUDE “ALL”)

Note 1: a 401(k), 403(b) or other qualified plan will be rolled-into a Traditional IRA

8. Transfer Authorization Information:

TRANSFER #1
TRANSFER #2

NAME OF RETIREMENT CUSTODIAN

RETIREMENT ACCOUNT #

RETIREMENT ACCOUNT NAME (i.e John Smith IRA):

COMPLETE ADDRESS & PHONE OF RETIREMENT CUSTODIAN:

CUSTODIAN CONTACT NAME & NUMBER, IF APPLICABLE

NAME OF RETIREMENT CUSTODIAN

RETIREMENT ACCOUNT #

RETIREMENT ACCOUNT NAME (i.e John Smith IRA):

COMPLETE ADDRESS & PHONE OF RETIREMENT CUSTODIAN:

CUSTODIAN CONTACT NAME & NUMBER, IF APPLICABLE

9. Please indicate if you would like the funds transferred to the new IRA Custodian via CHECK or WIRE:

CHECK       WIRE


We will never share, sell, or rent the information you provide us.

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