INSTRUCTIONS:
After completing any Self-Directed IRA transaction form, please sent to the appropriate department for processing. If you’re unsure of which department to send to, please contact misc@midatlanticira.com and we will direct the form to where it needs to go.
Transferring of Cash and/or Assets
Please contact our Transfers Team at transfers@midatlanticira.com or 240-575-3880 x620 for information regarding transferring of assets or cash.
Acquisition of Assets
Please contact our Acquisitions Team at acquisitions@midatlanticira.com or 240-575-3880 x670 for instructions on purchasing assets.
Disposition of Assets
Please contact our Dispositions Team at dispositions@midatlanticira.com or 240-575-3880 x670 for instructions on selling assets.
Paying Bills Associated With Assets
Please contact our payments@midatlanticira.com or 240-575-3880 x655 for information and instructions on paying bills that are associated with your assets.
Paying Your Retirement Account Bill
Please contact our Billing department at billing@midatlanticira.com or 240-575-3880 x212 for any information regarding the billing of your account.
Miscellaneous Requests
Please contact misc@midatlanticira.com or 240-575-3880 x610 if you are unsure who to contact or have general questions such as:
- Updating your Beneficiaries
- Updating or Adding Interested Parties or Limited Power of Attorneys
- Updating your Contact Information
- Statements dating back more than 2 years
- Account issues
Fair Market Valuation
Please contact fmv@midatlanticira.com or 240-575-3880 x645 for information regarding fair market valuation of your assets.
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 |
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.