Provide a copy of this document to the party(ies) responsible for closing the transaction. It is imperative that all 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 Ave, Suite 650
Walnut Creek, CA 94596
Do not sign the documents where a buyer's signature is required. IRAR Trust must sign all documentation for the purchase on behalf of the client’s account. Mark all applicable documents and acknowledge as read and approved before submitting to IRAR. All executed documents (original Note, recorded Deed of Trust / Mortgage, Title Policy, and Final Settlement agreement, if applicable) must be returned to IRAR
Required Documentation
For Earnest Money Deposit (EMD) Funding
- Real Estate Buy Direction Letter
- Real Estate Contract Review Letter
- Purchase Agreement / Contract
For Final Funding / Closing
- Proposed Warranty or Grant Deed
- Title Commitment of Preliminary Report
- Estimated Closing Statement of HUD
- Closing Instructions (if applicable)
- Loan Documents (if applicable)
