Get Pensco Forms

Filling out the Pensco Forms online is a straightforward process that allows you to request payment for expenses from your Pensco account. This guide provides a step-by-step approach to ensure that you complete the forms accurately and efficiently.

Follow the steps to effectively complete the Pensco Forms online.

1. Select the ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Begin by entering your Pensco account information in the designated fields. Fill in your account number, the accountholder’s first name, middle initial, and last name. Include a primary phone number for contact.
3. Provide the name of the investment associated with your request, such as the asset name, property description, or borrower's name. Specify the percentage of ownership of the asset.
4. In the payment information section, if your request exceeds $5,000.00, detail the intended use of the funds. Fill in the payment amount, due date, purpose of payment, and any relevant memo or reference numbers.
5. Specify the payee's name and address carefully. Ensure the address is physical, especially if you need PENSCO to send documents overnight.
6. If applicable, complete the capital improvement section. Indicate whether the payment is for a capital improvement and provide a description of how it impacts asset value. Attach any required documentation if the increase exceeds the specified thresholds.
7. Select your payment method from the options provided—wire transfer, ACH transfer, or check. Fill in the necessary bank details and any specific instructions for the chosen method.
8. In the authorization section, ensure the authorized party’s name is clearly printed, sign the form where indicated, and include the date of signing.
9. Review the completed form thoroughly for accuracy. Once verified, you may save your changes, download the file, print, or share it as needed.

Complete your Pensco Forms online today to facilitate your expense payments promptly.