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As an IRA administrator, IRA Resources, Inc. does not affiliate itself, act as an agent for or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, employees, agents or representatives associated with these firms). IRA Resources, Inc. is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity and does not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. In this statement, the terms "we" and "us" refer to IRA Resources, Inc. only.

Notice of Financial Privacy

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NEW forms

pdf Email Notification Form

pdf Credit Card Authorization Form

TRANSACTION FORMS

Click here for Private Placement Forms

pdf SELL Direction FORM
 
pdf BUY Direction FORM
 
pdf IRA Rollover Form
 
pdf IRA Transfer Form
 
pdf Payment Authorization Letter
 
pdf IRA Beneficiary or Change Form
 
pdf Interested Party Designation
 
pdf LPOA (Limited Power of Attorney)
 
pdf Fee Disclosures
 
pdf Commodities Futures
 
pdf Traditional to Roth IRA Conversion Application
 
pdf  Distribution Withholding Form
 
pdf Address change form
 
pdf Deposit Coupon
 

 

PRIVATE PLACEMENT FORMS


 
Account Type Forms
PRIVATE PLACEMENTS
pdf PRIVATE PLACEMENT Forms Kit
(PDF FILE)Contains all (3) forms on right.
Private Placement Disclaimer & Indemnity Agreement
Private Placement Instruction Letter
Private Placement Buy Direction Form
 
IRA Resources, Inc.
6825 La Jolla Blvd
La Jolla, CA 92037
Private Placement Specialists for Self-directed Retirement plans
Phone: 888 322-6534
Phone: 858 459-1212
Fax: 858 459-6565