Self Directed IRAs>Roth Self Directed IRA Retirement Accounts : Complete Form for New Account

Roth Self Directed IRA Retirement Accounts : Complete Form for New Account

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

IRA Custodial Account Application and Plan Agreement
(return the first page of the application and retain the Plan Agreement for your records)

> Fee Disclosure

Self Directed IRA Account Holder Disclosure and Hold Harmless (please return all 5 pages)

Transfer Form from another IRA custodian

Direction of Investment (original required) (if applicable)

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

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

4 Mail originals along with the initial setup fee of $50.00 and an 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.