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Completed IRA Checkbook Control Trust $545

1) Provide a completed IRA checkbook trust document ready to be forwarded to your custodian for approval.  This will be completed with the personal, trustee, and custodian information you provide.2) If You Desire, We will send you a federal tax number for your checkbook trust bank account.  This will be given by the IRS from all the personal, trustee, and custodian information you provide.3) You will receive a two hour video discussion of the setup and operation of an IRA checkbook trust.  This will be delivered electronically.4) You will be sent a booklet describing the setup and operation and a word document of the checkbook trust.5) Included is a discussion of 10+ methods to Turbo-charge your IRA performance by the use of options, wraparound mortgages, private loans, receivables, tax certificates, and more.

IRA Checkbook Control Trust – Done For You Set-up Services. $545.

1) Provide a completed IRA checkbook trust document ready to be forwarded to your custodian for approval.  This will be completed with the personal, trustee, and custodian information you provide.

2) If You Desire, We will send you a federal tax number for your checkbook trust bank account.  This will be given by the IRS from all the personal, trustee, and custodian information you provide.

3) You will receive a two hour video discussion of the setup and operation of an IRA checkbook trust.  This will be delivered electronically.

4) You will be sent a booklet describing the setup and operation and a word document of the checkbook trust.

5) Included is a discussion of 10+ methods to Turbo-charge your IRA performance by the use of options, wraparound mortgages, private loans, receivables, tax certificates, and more.

PHI TRUST SET-UP FORM

1) Custodian:
  • Name_____________________________
  • Address___________________________
  • Phone____________________________
  • Email____________________________
  • Contact Person______________________
  • Name and Number of IRA                                       

2) Trustee:

  • Name____________________________
  • Address___________________________
  • Phone____________________________
  • Email_____________________________
  • Contact Person                                                            

3) Successor Trustee

  • Name_____________________________
  • Address___________________________
  • Phone_____________________________
  • Email_____________________________
  • Contact Person_______________________

4) Trust Name                                                                                                

5) EIN Number                                                                                              

6) Beneficiary:

  • Name_____________________________
  • Address____________________________
  • Phone_____________________________
  • Email______________________________

7) Type Of IRA                                                                                             

8) Submitted by:                                                                                            

Date:                                              

IRA-401kCheckBookControl.com