2022 Trust Examiner School - Presentations

Internal Use Only

• If the accounts are not trust accounts, they should be reviewed as part of the Nondeposit Products under the above RD Memo Self-Directed IRAs Regional Director Memorandum 01-035 September 5, 2001

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Internal Use Only

Self-Directed IRAs – Exam Concerns Account Documentation

Assets & Asset Valuations

Accounting Records

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