Get Equity Trust Evantage

Filling out the Equity Trust Evantage form is an important step in managing your retirement investments. This guide provides step-by-step instructions to help you complete the form accurately and confidently.

Follow the steps to efficiently complete the online form.

1. Click ‘Get Form’ button to obtain the Equity Trust Evantage form and open it in your preferred online editor.
2. Enter your account holder information, including your name, account number, and contact details such as your primary and secondary phone numbers.
3. Select your processing preference by checking either 'Expedited Processing Service' for an additional fee or 'Normal Processing Service'.
4. Provide the investment information by indicating if this is a new purchase or an additional purchase. Include relevant details such as the borrower’s name, address, and note type.
5. Fill in the repayment information by detailing the frequency of payments, total number of payments, payment amounts, and interest rate.
6. Complete the investment funding information section by indicating the amount required for investment and select the method for sending funds.
7. Choose how you would like to pay for any service-related fees associated with the transaction.
8. Follow the document titling instructions carefully to ensure proper investment documentation.
9. Indicate if any documents require signatures and list their titles if applicable.
10. Provide delivery instructions for how you would like documents sent, including optional fax or email preferences.
11. Complete the collateral information section if applicable, detailing the type of collateral associated with your notes.
12. Review all information for accuracy and ensure all required sections are filled out. Finally, save changes, download the completed form, and print or share as needed.

Get started with your Equity Trust Evantage form online today!