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Simplified Employee Pension IRA : SEP IRA : Form for New Self Directed Account

Simplified Employee Pension IRA : SEP IRA : Form for New Self Directed Account

STEP 1) Please complete and print all the following forms, we must have the first five forms in order to complete any investments or distributions

STEP 2) Sign and retain a copy of the above forms for your records

STEP 3) In accordance with the USA Patriot Act, please also include a clear copy of your drivers license. Please note that no investments or distributions will be made until this is received.

STEP 4) Mail originals along with the initial set up fee of $50.00 and annual fee of $275.00 to:

Sunwest Trust, Inc.
Attn: IRA Department
P.O. Box 36371
Albuquerque, NM 87176-6371

or use our non-U.S. postal address to Federal Express or UPS the originals:

Sunwest Trust, Inc.
Attn: IRA Department
10600 Menaul Blvd NE
Albuquerque, NM 87112

PRIVACY POLICY:  Sunwest Trust, Inc. adheres to a very strict privacy policy. Sunwest Trust will not release information to any party, regardless of relationship, except to the Accountholder themselves. If you would like Sunwest Trust, Inc. to release information to a specified party, please be sure and complete the Authorization to Release Information Form and return to our office along with the above documents.