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Check List for Purchasing Real Estate in your Self-Directed IRA

1. Notify Sunwest of intent to purchase real estate.

2. Negotiate the purchase of the real estate.

3. Make sure that the Purchaser on the purchase agreement is Sunwest Trust, Inc., custodian for __________________ IRA.

4. Review the purchase agreement and if needed have your attorney and/or accountant review it. Sign below acknowledging review: _____________________________________

5. After reviewing the purchase documents have Sunwest Trust, Inc. sign as custodian for your IRA and disburse funds for earnest money, if needed.

6. Deliver the purchase documents back to your realtor or title company to prepare for closing.

7. When the title company notifies you that they are ready to close your transaction, pick up the documents and review them along with your attorney and/or accountant. Sign below acknowledging your review: ___________________________________

8. After your review have Sunwest Trust, Inc. sign as custodian for your IRA.

9. Direct the title company to send all closing documents to Sunwest with copies to you if you so desire.

Sunwest will record the purchase in your IRA account. By using and signing this documents you are authorizing Sunwest Trust to execute all documents required to effect this transaction and you are approving said purchase.

Account Holder: __________________________

IRA Account Number: ______________________

SS: ________________ Signature: ______________________