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To open a self directed IRA account and invest in Luca's oil and gas joint ventures:
1.Complete and sign "Account Application" form.
Account Application Form Download
If you have questions, please see "Instructions for Completing Your Account Application."
2.Complete and sign "Beneficiary Designation" form.
Beneficiary Designation Form Download
3.Complete and sign "Transfer Authorization" form.
Do this only if you wish to fund this account with a direct transfer of funds from another IRA or retirement account. Transfer Authorization Form Download
4.Complete and sign "Investment Authorization" form.
Investment Authorization Form Download
Under Section C, Security Name, enter LLC.
Under Section C, Contact Information, enter Luca International Group, LLC., 39650 Liberty Street #410, Fremont, CA 94538, 510.498.8829
# Under Section F, Payment Instructions, Payee Name & Address, if you wish to use check instead of wire, enter Luca Barnett Shale Resources LLC, 39650 Liberty Street #410, Fremont, CA 94538.
If you wish to use wire, enter Wells Fargo Bank, 2355 Post Oak Post Oak Office, 1300 Post Oak Blvd , Houston, TX 77056 , (713) 626-8918, ABA Domestic wires: 121000248 See "Fee Schedule and Financial Disclosure" for the cost of each option.
# International wires: WFBIUS6S, Luca Barnett Shale Resources LLC, Account #4919860275649001, Reference Luca Barnett Shale Resources LLC. See "Fee Schedule and Financial Disclosure" for the cost of each option.
5.Complete and sign "Representative Authorization" only if you wish to authorize another person to have access to your account information and discuss your account with IRA Services customer service.
Representative Authorization Form Download
6.Complete and sign "Internet Access Request" if you wish to have online access to your account.
Internet Access Request Form Download
See "Internet Access Terms and Conditions." Internet Access Terms and Conditions Download
See "Traditional Individual Retirement Custodial Account" to understand the custodial agreement into which you are entering with IRA Services.
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