It is imperative that all purchase documentation 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 Company
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 Purchase Agreement 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
- Private Placement Memorandum (if applicable)
- Subdocuments (if applicable)
