Process to Invest Your Self-Directed IRA:

• Complete a Self-Directed Investment Direction Form

1. In Section 7 of this form, please indicate the following:

• Asset being acquired
• Amount to disburse
• Disbursement method
  • Check -Need name of payee and address to send check to
  • Wire - Need wire instructions.  If wire instructions are printed on a separate page type “see attached” then sign the actual wire instructions.

• Provide the supporting documentation

1. Buying Real Estate?  Provide an “Offer to Purchase”
2. Buying units of an LLC?  Provide a “Subscription Agreement”
3. Making a Note?  Provide a signed copy of the Note

Submit your DOI & supporting documentation in one of the following ways:

1. Scan & e-mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
2. Fax to 866-538-3539
3. Mail to 2522 Chambers Rd, Ste 100, Tustin, CA 92780

Selling an Asset in Your IRA

When money is being wired to your account , make sure there is sufficient text in the wire (in the beneficiary/notes sections) to let us know what this is for.  When funds are sent by check we also need information regarding the source of the funds. This way we can easily identify the funds and post them accordingly.
 

Any questions?  Call us at (714) 460-5505 or toll-free at (866) 538-3539