Please use this guide when investing in through your IRA. Should you have any further questions please don’t hesitate to contact one of our experienced Transaction Managers at 1.855.FUN.IRAS (1.855.386.4727)
Forms Needed:
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- Direction of Investment Form
- Payment Authorization Letter
How to Pay for Expenses?
- Payment Authorization Letter
Ready to Sell?
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- Direction to Sell
- Verification of Payoff/ Disposition of Asset
Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to Transactions@QuestTrust.com
DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.