To fund your SD IRA, you will first need to complete and submit the account set-up form. PeerStreet will notify you as soon as it is ready for funding.
You can do a full or partial rollover from an existing retirement account or fund your account with a new contribution. To begin that process, complete this account transfer form. You’ll need to print, sign and scan the completed form and then send it to SD IRA, as instructed.
Once you have successfully rolled funds over into an SD IRA, the final step will be to transfer the funds into your PeerStreet account. This will allow you to participate in investment offerings through your retirement account.
If you specific questions about funding your SD IRA, you can contact our SD IRA representative, Amanda Efird, at (254) 750-1012 or reach out to SD IRA’s general help services at (866) 928-9394 or info@SDIRAservices.com.