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New Investor Information
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Form of Ownership
How the Investor will hold Title
*
Please Select from Dropdown Menu
Individual Ownership
Community Property
General Partnership
Corporation
IRA or Keogh Plan
Limited Liability Company
Limited Partnership
Pension or Profit-Sharing Plan
Tenants in Common
Trust (such as Family, Survivor, etc.)
Other - describe below
Details for how the Investor holds Title
Social Security or Tax ID Number
*
For Individual Ownership only
Married
Unmarried or Single
Please check the box that applies
Contact Information
First Name
*
Last Name
*
Street Address
*
City
*
State
*
ZIP
*
Email Address
*
Phone
*
Financial Information
Specify where to send the monthly Interest Checks to:
Check your preference
Above Address
Auto Deposit to Bank Account via ACH
For ACH transfers, Complete Form or Attach a Voided Check
Bank or other financial Institution Name
Street Address
City
State
ZIP
Account Number
ABA Number
Signature
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Date
*
Signature Capture
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Signed
*
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