Get Cole Properties Growth Opportunity Fund Form

Filling out the Cole Properties Growth Opportunity Fund Form online is a straightforward process that can help ensure your investment records are accurately updated. This guide will walk you through each section of the form, providing you with clear instructions to facilitate a seamless experience.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the prior registered representative's name, followed by the new registered representative's name. Make sure these names are clear and legible to avoid any confusion.
3. Next, enter the broker/dealer information, including the address, city, state, and zip code associated with the new representative. Accuracy in this section is crucial for proper communication.
4. Provide the phone number and email address for the new representative. This information is important for any necessary follow-ups and communication regarding your investment.
5. In the section labeled 'Investor Name,' print your name clearly. This should match the name on your investment documents to ensure consistency.
6. Sign the form next to your printed name and date the signature. Repeat this step if there are additional investors listed on the form, making sure each individual prints and signs their name.
7. Select all applicable program names for your investments, such as Cole Credit Property Trust or Cole Growth Opportunity Fund I, LP, and fill in the respective account numbers where prompted.
8. Provide your tax ID or social security number as required for identification purposes.
9. Detail the registered representative's ID numbers, including the representative ID, broker/dealer ID, and branch ID, to ensure the correct representative is updated.
10. Once you have completed all sections, review the form carefully for any errors or missing information to ensure accuracy before submission.
11. Finally, save changes, and then you can choose to download, print, or share the completed form as required.

Complete your form online today to update your investment records efficiently.