About: See IRA Service’s about web page.
Hours: Weekdays: 9:00 AM – 5:00 PM (Pacific Time)
Phone: (650) 593-2221
Fax: (650) 591-2168
P.O. Box 7080
San Carlos, CA 94070-7080
IRA Services Trust Company
401 E 8th St. Suite 200L
Sioux Falls, SD 57103-7015
If you will be investing in a private or single member LLC, you need to read and complete the following documents:
- Private LLC Requirements – Please read and review the requirements for establishing a private LLC.
- Private LLC Valuation Worksheet – To be submitted annually with the private LLC valuation.
- Private, Family or Single Member LLC Agreement – Required when requesting an investment in a private LLC. Please review, sign and return with your Investment Authorization.
Caveat: Neither KEYTLaw, LLC, nor Richard Keyt recommends the above company to act as a custodian of any IRA account. The above company is listed on this IRA LLC Law website because Richard Keyt has formed at least one IRA LLC in which a member has been the above company as the custodian of an IRA.