800/607.0145 tollfree info@midatlanticira.com

Forms For Transactions

INSTRUCTIONS:

After completing any self directed IRA transaction form:

  1. Print and sign the form.
  2. Mail it to Midatlantic IRA 125 South Carroll St., Ste. 250Frederick, MD 21701

Please do not email forms. Email is not a secure medium

Buy

Investment Interest: In order to serve you better, we ask that you complete this form: [MIRA Investment Interest] Upon receipt, our Client Services Department will send you an outline of the purchase process for the type of investment in which you are interested in.

Complete this form if you wish to:
Buy Direction Assignment of a Note Purchase a Note with your Midatlantic IRA account.
Precious Metals Purchase Precious Metals with your Midatlantic IRA account.
Payment Authorization Letter Pay expenses incurred by the asset owned by your Midatlantic IRA account.
Deposit Coupon Deposit money into your account.
Roll Over /Direct Rollover Form Roll funds from one individual retirement account to another.
Transfer Form Request a transfer from an existing account or contribute a transfer contribution to an Midatlantic IRA account.
MIRA Investment Interest In order to serve you better, we ask that you complete this form. Upon receipt, our Client Services Department will send you an outline of the purchase process for the type of investment in which you are interested in.

« back to top »

Sell

Sell an Asset Call us if you are looking for Forms to:
Sell Direction Please call us to: Sell the asset that is owned by your Midatlantic IRA account.

« back to top »

Make Changes to your Account

Call us if you are looking for Forms to:
Make Changes to your Account
Use this form if you wish to:
Beneficiary Designation Add or change the beneficiaries on your account.
Change of Address Call us to Update the address on your account.
Distribution/Withholding Call us to Take a distribution from your account or specify a tax withholding from your account.
Participant Request for Distribution Call us to Request a distribution from your qualified retirement plan account.
Limited Power of Attorney Give a spouse, attorney or another person access to information or control your account.
Interested Party Give a spouse, attorney or another person access to information regarding your account.
Traditional to Roth Conversion Call us to: Change your traditional IRA to a roth IRA.
Open an Account Traditional; Roth; Sep; SIMPLE
Open an account Kit Open an additional Midatlantic IRA account.

« back to top »

Fees

Account Fees Call us if you are looking for:
General Fee Disclosure Find out the fees on the Traditional, Roth, SEP, SIMPLE, Health Savings account (HSA) and Coverdell accounts (General fee form).

« back to top »

Account Disclosures

Account Disclosures Call us if you are looking for:
Traditional IRA Agreement & Disclosure To find out the terms and conditions of your Traditional IRA account.
Roth IRA Agreement & Disclosure To find out the terms and conditions of your Roth IRA account.
SEP IRA Agreement & Disclosure To find out the terms and conditions of your SEP IRA account.
SIMPLE IRA Agreement & Disclosure To find out the terms and conditions of your SIMPLE IRA account.

« back to top »

« back to top »

IRS FORMS

IRS Tax Forms from the IRS site Purpose:
IRS Form 5329
IRS 5329 Instructions
File or Pay Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
IRS 8606 Form
IRS 8606 Instructions
Nondeductible IRAs and Coverdell ESAs
IRS 990-T Form
IRS 990t Instructions
File and pay Exempt Organization Business Income Tax Return 990-T Form & Proxy Tax Under Section 6033(e)Exempt Organization Business Income Tax Return
IRS SS-4 Form
IRS SS-4 Instructions
Apply for an Employer Identification Number (EIN) Application for Employer Identification Number EIN For Use By Employers, Corporations, Partnerships,
Trusts, Estates, Churches, Government Agencies, Indian Tribal Entities, Certain Individuals, and Others

« back to top »


As an IRA administrator, The Midatlantic IRA does not affiliate itself or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms ). Midatlantic IRA is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity and does not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. In this statement, the terms “we” and “us” refer to Midatlantic IRA and our associated local offices.