Provide a copy of this document to the party(ies) responsible for closing the transaction. It is important that all documents are properly titled / vested in the name of the IRA.
Example: IRAR Trust FBO [Client Name, Account#]
Refer to the recorded Deed of Trust / Mortgage for proper titling of the documents.
Use IRAR Trust Co. information when a seller's Tax ID or physical address is required on the documents.
IRAR Trust Co. Tax ID: 83-1624780
IRA Resources, Inc.
100 Pringle Ave, Suite 650 Walnut Creek, CA 94596
Do not sign the documents where a seller's signature is required. IRAR must sign all documentation for the sale on behalf of the client’s account.
Mark all applicable documents and acknowledge as "read and approved" before submitting to IRAR.
Example: Read and Approved: John Doe
Have sales proceeds payable to:
IRAR Trust FBO [Client Name, Account#]
Required Documentation For Transaction
- IRAR Sell Direction Letter
- Assignment of Deed of Trust/ Mortgage
- Note Endorsement/Assignment (if applicable)
- Note Purchase Agreement (if applicable)
- Estimated Closing Statement (if applicable)
