Sell Real Estate

Hint: You'll need more than just a completed Sell Direction Letter.

Selling real estate within your self-directed IRA (SDIRA) requires following specific steps to ensure compliance with IRS regulations. The Entrust Client Portal allows you to complete the process efficiently. This guide will walk you through how to submit your Sell Direction Letter and required documents.

1. Complete the Sell Direction Letter: Review and complete the Real Estate Sell Direction Letter. Fill out all applicable fields.
   1. 1. If you are unsure about a specific section, leave it blank. The Entrust team will review the form and reach out for clarification if needed.
         
         
2. Gather and Review All Required Documents: To process your real estate sale, you must submit the following documents:  
   1. 1. Completed Sell Direction Letter
      2. Purchase Contract
      3. Warranty or Grant Deed
      4. Preliminary Title Report
      5. Estimated Closing Statement (if applicable)
         
         
         
3. Submit Your Documents: Email your completed Sell Direction Letter and supporting documents to forms@theentrustgroup.com or realestate@theentrustgroup.com.
   
   
4. Processing and Review: Entrust will review your submission and follow up if any corrections or additional information are needed.
   1. 1. Standard processing time: 3 to 5 business days.
      2. Expedited review (1 to 2 business days) is available for a $150 fee.
         
         
5. Entrust Processes the Sale: Once the Sell Direction Letter and required documents are reviewed and approved, Entrust will proceed with the sale transaction on behalf of your IRA.

By following these steps, you can successfully sell real estate through your Entrust account.