Self Directed IRA LLC Order Form

Turnkey Service Includes:

ESetup LLC in the State of your Choice*
EPrepare and File the Articles of Organization with the State
EFirst Year Registered Agent Service
EProvide a Customized Self Directed IRA LLC Operating Agreement
EProvide the LLC Record Book including Binder, Membership Certificates, Minutes, Transfer Ledger
EObtain the EIN from the IRS
ECo-ordinate Setup with an IRS Approved Custodian**
E1 Year 24/7 Online Customer Support
E1 Year Phone and Email Support
EPrivate Online Client Portal

*Plus state filing fee **Does NOT include Custodial fees. Annual Compliance Package including Registered Agent Services, Annual Report Filing Service, Private Client Portal and Support, renews each year at $495 annually plus applicable state filing fees unless canceled 30 days in advance of due date. Invoice sent 90 days in advance.

Self-Directed IRA LLC Order

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Step 1 of 2

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Self Directed IRA LLC*

Choose Single Member or Two Member (i.e. add spouses IRA, other please call us).

Customer Name*

First Middle Last

Customer Address*

Street Address Address Line 2 City State ZIP Code

Phone*

Email*

2nd Member Name*

First Middle Last

2nd Member Address*

Same as Customer Address

Street Address Address Line 2 City State ZIP Code