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.
Transfer Request Form – for requesting funds to be transferred from another institution to MidAtlantic IRA
Rollover Form – for when you’ve initiated a rollover from another institution to MidAtlantic IRA
Roth Conversion Form – for requesting assets or cash in your Traditional account to be converted to your Roth account
Direct In-Plan Roth Rollover Form – for requesting non-Roth assets or cash in your 401k Plan Participant account to be converted to your designated Roth 401k Plan Participant account
Recharacterization Form – for requesting a change in contribution type
*if you’re looking to transfer cash or assets from MidAtlantic IRA to another institution, you must fill out the receiving institution’s Transfer Form
Depositing Cash into your IRA
Please contact our Deposits Team at deposits@midatlanticira.com or 240-575-3880 x690 for information regarding depositing funds into your account via check, ACH, or wire.
Deposit Coupon – to accompany any money coming into your account from something other than an IRA (for example – contribution check, rent payment, loan repayment)
Acquisition of Assets
Please contact our Acquisitions Team at acquisitions@midatlanticira.com or 240-575-3880 x670 for instructions on purchasing assets.
Buy Direction Letter – for acquisition of LLCs, LPs, Real Estate, Notes, Private Stock, and Public Stock.
Private Placement Disclaimer & Private Placement Instruction Letter – for acquisition of LLCs, LPs, and Private Stock.
Purchase Authorization for Assigned Notes – for assignment of notes only.
Purchase Authorization for Precious Metals – for precious metals only.
Promissory Note Acknowledgement – for Secured Notes where there is no title company or attorney, and Unsecured Notes.
Disposition of Assets
Please contact our Dispositions Team at dispositions@midatlanticira.com or 240-575-3880 x670 for instructions on selling assets.
Sell Direction Letter – for the disposition of any asset.
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.
Payment Authorization Form – to accompany any bill needed to be paid by the IRA
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.
Payment of Fees Form – for changing your billing preferences or updating your credit card on file
Fee Disclosure – a list of our current fees
Distribution of Assets or Cash
Please contact our Distributions Team at distributions@midatlanticira.com or 240-575-3880 x655 for instructions on distributing cash or assets.
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
Beneficiary Change Form – for updating the beneficiaries on your account
Information Update Form – for updating your personal information on your account (for example: new mailing address, email, or phone number)
Interested Party Form – for authorizing someone other than yourself to receive and inquire about information regarding your account
Limited Power of Attorney – for authorizing someone other than yourself to conduct transactions on the account (outside of the ones indicated on the form)
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.