MYDIRECTIRA

“Checkbook” IRA LLC Application

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Contact information

The primary contact person for this application.

Retirement accounts funding the LLC

Add one entry per unique retirement account that will exist at your self-directed custodian. Consolidating three Traditional IRAs from different institutions into one Traditional IRA is a single entry. A Traditional and a Roth are two entries, as are a husband's and a wife's accounts.

Investment intent

This does not limit what the LLC may invest in later.

Address for filing and document delivery

Most account holders use their home address.

LLC manager

The manager files annual reports, signs contracts, and directs investments for the LLC. Almost always the primary account holder.

Filled in from the first account holder. Change it if someone else will manage.

LLC name selection

Avoid account holder or family names, and avoid “IRA” or “401k.” A string of initials plus a word like Investments or Holdings works well. “LLC” is appended at filing. Names are not guaranteed until approved by the Secretary of State.

Review

Check the details below, then sign. Payment is the last step.

Sign

Signing files your application with us. Nothing is charged on this step — you'll see the amount and pay on the next one.

MyDirect IRA is a retirement account facilitator and document filing service, not a law firm. We do not provide legal, investment, or tax advice.

We have your application — one step left. Reference

Payment

Due today $750

Card details are entered directly with Stripe and never reach this form or our systems.

MyDirect IRA is a retirement account facilitator and document filing service, not a law firm. We do not provide legal, investment, or tax advice.