Get Subscription Agreement Instruction Page - Securities And Exchange ... - Sec

Completing the Subscription Agreement Instruction Page is a crucial step for investing in Preferred Apartment Communities, Inc. This guide provides you with a clear, step-by-step approach to effectively fill out the document required for your subscription, ensuring that you meet all necessary requirements.

Follow the steps to successfully complete your subscription agreement.

1. Click 'Get Form' button to access the form and open it in your preferred editor.
2. In Section 1, indicate the investment amount. Ensure that all checks are made payable to 'UMB Bank N.A., Escrow Agent for Preferred Apartment Communities, Inc.'
3. In Section 2, select the type of ownership from the options provided: Non-Custodial Ownership or Custodial Ownership. Be sure to attach any necessary plan documents as required.
4. Section 3 requires you to input all names, addresses, dates of birth, and Social Security or Tax I.D. numbers of all investors or trustees involved in the agreement.
5. In Section 4, choose your preferred Dividend Allocation option.
6. Section 6 must be signed and completed by your Financial Advisor. Include the CRD number for your Financial Advisor as well as the Broker Dealer Firm and Branch Manager's signature.
7. In Section 7, ensure ALL investors initial and sign where indicated to confirm their agreement to the subscription.
8. Complete Section 8 by all investors signing the substitute W-9 to prevent backup withholding.
9. Once all sections are accurately filled out and signed, you can save any changes, download, print, or share the completed form as needed.

Begin completing your Subscription Agreement online today to ensure a smooth investment process.