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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.

Account Type	Required Forms
Traditional IRA Traditional IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-A Traditional IRA Disclosure
	Optional IRA Rollover Form IRA Transfer Form

Roth IRA Roth IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-RA Roth IRA Disclosure
	Optional IRA Rollover Form IRA Transfer Form Traditional to Roth Conversion Form

SEP IRA SEP IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-SEP (SEP IRA Disclosure)
	Optional IRA Rollover Form IRA Transfer Form

SIMPLE IRA SIMPLE IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-Simple (Simple IRA Disclosure)
	Optional IRA Rollover Form IRA Transfer Form

Health Savings Account HSA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-C HSA Disclosure
	Optional IRA Rollover Form IRA Transfer Form

Coverdell Education Savings Account Coverdell Education Forms Kit	Account Application
	5305 EA ESA Disclosure
	IRA Resources Fee Disclosure
	Optional IRA Rollover Form IRA Transfer Form

IRA Resources, Inc.
6825 La Jolla Blvd
La Jolla, CA 92037

Phone: 888 322-6534
Phone: 858 459-1212
Fax: 858 459-6565

IRA Resources Inc. Privacy Policy

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