What Documents Will Directed IRA Need for My Investment?

In addition to the Direction of Investment Form, each investment type will have documents necessary to provide our Investments Team

Investment	Documents Needed
Real Estate	Proposed Conveyance Deed Settlement Statement Property Manager Agreement (if applicable) Loan Documents (if applicable)
Earnest Money Deposit	Purchase Contract
PPM, Private Offering	Subscription Agreement
Secured Promissory Note	Original Signed Note (or assignment) Deed of Trust, Mortgage, or Security Agreement
Unsecured Promissory Note	Original Signed Note (or assignment)
Private Company (LLC, LP, C-Corp)	LLC Operating Agreement EIN Filed Articles of Organization LP LP Agreement EIN State Filing C-Corp Bylaws EIN Filed Articles of Incorporation
IRA/LLC	Operating Agreement EIN Filed Articles of Organization
Tax Lein, Other	Bylaws Articles of Incorporation EIN
Precious Metals	Purchase Agreement