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 Form	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.

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Sell

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

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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 Designation	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 and SEP New Account Kit SIMPLE New Account Kit	Open an additional MidAtlantic IRA account.

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Fees

Account Fees	Call us if you are looking for:
General Fee Disclosure	Find out the fees for our Traditional, Roth, SEP, SIMPLE, Health Savings account (HSA) and Coverdell accounts.
Ind(k) Plan Sponsor Fee Disclosure	Find out the fees for our Ind(k) Plan Sponsor accounts.
Ind(k) Participant Fee Disclosure	Find out the fees for our Ind(k) Participant accounts.

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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.

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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

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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.