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Information Required to Open SDIRA

  • Copy of Government Issued ID or Passport
  • Credit Card Information

Follow the Steps Below 

  • Choose an Account Application Kit
  • Choose Your Funding Option
  • Complete Documents and Send to IRAR With Copy of ID

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Need Help? We Got You Covered

Call Us: 888-322-6534 Option 1
 Email:  admin@iraresources.com

Request a Free Consultation

STEP 1:
DOWNLOAD SDIRA NEW ACCOUNT KIT

Traditional IRA Account Application Kit 

Roth IRA Account Application Kit

SEP IRA Account Application Kit

SIMPLE IRA Account Application Kit 

Each kit contains detailed instructions and requirements to open an account.  If you need assistance, please call 888-322-6534.

STEP 2:
DOWNLOAD FUNDING FORM

Transfer Form: use when transferring funds and/or assets from an IRA at another Custodian directly to your IRA with IRA Resources.

Rollover/Direct Rollover Form: use when you take a distribution from an IRA and are sending over funds and/or assets to IRA Resources within 60 days OR you are moving money from an Employer Sponsored plan to IRA Resources as a Direct Rollover.

Deposit Coupon: use when contributing new money to your IRA account. 

Once your self-directed account has been funded you will be able to make investments.  Visit the forms page for investment documents. 

Disclaimer 
We are not affiliated with, make recommendations to, or act as an agent for any person or entity associated with investments of any type. This means we do not work with financial representatives, investment promoters or companies, employees, agents or representatives associated with these firms. IRA Resources is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity. We do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company.