LLC/Checkbook Control Buy Direction Letter

Use this form when investing in an LLC with checkbook control.

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It is imperative that the LLC documents are properly titled/vested in the name of the IRA.
Example: IRAR Trust FBO [Client Name, Account#]

Use IRAR Trust Co. information when a purchaser’s tax ID or physical address is required on the documents.

IRAR Trust Co. Tax ID: 83-1624780
IRA Resources, Inc.
100 Pringle, Suite 650
Walnut Creek, CA 94596

Do not sign the investment documents or agreements where a purchaser's signature is required. IRAR must sign all documentation for the purchase on behalf of the client’s account.

Mark the Operating Agreement, Subdocuments, and other documents as "read and approved" with your signature at the top of every page where a signature is needed before submitting to IRAR.

Example: Read and Approved: John Doe

Required Documentation For Transaction

  • Operating Agreement (required)
  • EIN Verification from IRS (required)
  • Articles of Formation (required)

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Fees & Processing

Asset Purchase Fee: $50

Overnight delivery: $30 (if requested)
Expedited review fee: $100 (if requested)

If sent by:

Wire:      $30
ACH:      $0
Check:   $10

Processing time: 2-3 days

Fee Schedule PDF

Self-Help Article

How to Invest in Real Estate With a Self-Directed IRA LLC