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#]
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 documents where a buyer's or lender'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 Transaction
For New Note and Seller Carry Back Note
- Real Estate Note Buy Direction Letter
- Promissory Note
- Deed of Trust/Mortgage
- Lender's Title Commitment or Preliminary Report
- Closing/Lender's Instructions (if applicable)
For Existing Note
- Real Estate Note Buy Direction Letter
- Promissory Note
- Deed of Trust/Mortgage
- Title Policy
- Assignment of Deed of Trust/Mortgage
- Note Endorsement/Assignment (if applicable)
- Note Purchase Agreement (if applicable)
- Estimated Closing Statement (if applicable)
