Call Us: 888-322-6534 Option 1
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.
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.