1. Support Center
  2. Investing My Self-Directed Account

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