Private Entities In Your Quest IRA

Please use this guide when investing in Private Entities through your IRA. Should you have any further questions please don’t hesitate to contact one of our experienced Transaction Managers at 800.320.5950

Forms Needed:

• Click here to Open an Account
• Direction of Investment Form
• Payment Authorization Letter
  • Quest Payment Authorization One Time
  • Quest Payment Authorization Recurring
• Sell Direction Letter for Private Entities
• Verification of Payoff/ Disposition of Asset

Instructions to Purchase/Sell Private Entities in your Quest IRA

• Procedures to Purchase Private Entities in your IRA

Steps to filling out “Direction of Investment- Private Entities”

How to Pay for Expenses?

• Payment Authorization Letter
  • Quest Payment Authorization One Time
  • Quest Payment Authorization Recurring

Steps to filling out “Payment Authorization Forms- One Time & Recurring”

Ready to sell?

• Direction to Sell for Private Entities
• Verification of Payoff/ Disposition of Asset

Steps to filling out “Direction to Sell-Private Entities”

Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to Transactions@QuestIRA.com.
Note: At this time E-signatures are NOT accepted.