ReSure Real Estate Tax Tools

Service & Pricing Overview
ReSure LLC provides a comprehensive solution to Checkbook IRA formation. We look forward to working with you and facilitating every step of the process - from custodian selection to bank account set-up and all the steps between those. As part of the formation service, each ReSure client is provided a Checkbook IRA operations and compliance session with a self-directed IRA expert. Pricing is $975, which is not inclusive of fees that you may owe to your IRA custodian. To get started, please complete the following form.
Your Personal Information
First Name*
Last Name*
Email*
Phone*
Physical Address
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
IRA-LLC Info Options
IRA-LLC Domicile, Name, Registered Agent, & Management*
The central component of a Checkbook IRA is an IRA-LLC, a specially structured Limited Liability Company. Make the appropriate selection to either enter your IRA-LLC info or to schedule a discussion with a Checkbook IRA expert.
- I already have my IRA-LLC info. Take me to the IRA-LLC entries.
- I'd like to discuss IRA-LLC options with a Checkbook IRA expert. Skip the IRA-LLC fields, for now.

LLC Formation Information
LLC Formation State
Please provide 3 different name suggestions. LLC names are subject to name availability and state regulations.
LLC Name: First Choice*
LLC Name: Second Choice*
LLC Name: Third Choice*
LLC's Registered Agent Name & Address
LLC's Registered Agent Name & Address*
- Same as personal
- Commercial registered agent arranged by ReSure
- Other
Registered Agent's Name*
LLC's Registered Agent Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
LLC's Physical Address
LLC Physical Address*
- Same as personal
- Same as registered agent
- Other
LLC Physical Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Successor Manager - recommended, not required
Successor Manager Name
Successor Manager Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Successor Manager Email Address
Successor Manager Phone Number

Payment Authorization Form
Payment Authorization*
- By checking this box you authorize ReSure LLC to collect the fees due for Checkbook IRA formation and related services. Our standard low fee is not inclusive of IRA custodial fees. You may cancel this agreement at any time prior to initiation of services and receive a refund of half of your payment. Once services are initiated under this agreement, all fees are non-refundable. All LLC documents are delivered through secure electronic channels, but you may request physical delivery of your documents by selecting that option below.
Standard
Price:
Additional Options
- Multi-Member LLC
- C-corp Tax Election
- Physical Delivery of Documents
Total
$0.00
Discount Code
If you have a valid discount code enter it here. After submitting the form, you can bypass the PayPal payment and we'll provide you with an electronic invoice reflecting your discount.
Nature of Our Services to You
Terms & Acknowledgement*
- By checking this box you acknowledge and agree to the following: ReSure LLC, its management, and related companies are not acting as investment advisors, administrators, trustees, or fiduciaries to your IRA. Any information provided by ReSure LLC is not intended to be a substitute for professional advice from an accountant, attorney, or tax preparer. It is agreed that ReSure’s responsibility for damages, or claims of damage, arising from any form of action other than gross negligence, shall not exceed the total amount paid for the services invoiced. This shall be the exclusive remedy for such causes of action. Either party may bring no action, regardless of form, arising out of the services provided under this agreement, more than one year after the date of the last service provided under this agreement. Any dispute related to services provided shall be settled by arbitration in Kings County, New York according to the rules of the American Arbitration Association. Arbitration is final and binding on the parties. The parties are waiving their right to seek remedies in court, including the right to a jury trial. The laws and jurisdiction of the state of New York shall govern any and all matters related to this agreement.
Digital Signature (First and Last Name)*

Your typed name above constitutes a signature.
Date*
MM slash DD slash YYYY
Notes

Checkbook IRA Application

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