Get Advisor Change Authorization Form - Lightstone Reit Ii

This guide will assist you in completing the Advisor Change Authorization Form for Lightstone REIT II online. By following these clear instructions, you can ensure that you fill out the form accurately and efficiently, facilitating the change of your financial advisor.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Select the appropriate option for your account type by checking the box next to either 'Lightstone Value Plus REIT I' or 'Lightstone Value Plus REIT II'.
3. Enter your account name in the designated field.
4. Provide your Lightstone account number (Investor ID) in the corresponding field.
5. Fill in the name of your new financial advisor in the 'Name of New Financial Advisor' field.
6. Include the new advisor's CRD number for verification purposes.
7. Input the name of the new broker-dealer firm servicing your account.
8. Complete the office address of the new broker-dealer in the provided fields, including city, state, and zip code.
9. Provide the telephone number of your new broker-dealer.
10. Sign and date the form as the primary shareholder; ensure that all account holders also sign.
11. Enter the email address for the new advisor.
12. If applicable, obtain a medallion signature guarantee for the custodian and include the date.
13. Ensure that the new advisor and the broker/dealer principal (if applicable) sign and date the form.
14. After you have filled out all necessary fields and gathered required signatures, save your changes, and download, print, or share the completed form as needed.

Complete the Advisor Change Authorization Form online today to ensure a smooth transition to your new financial advisor.