Get Plgit

Filling out the Plgit application is a crucial step for individuals or entities wanting to become new investors. This guide provides a comprehensive overview and step-by-step instructions to facilitate the process.

Follow the steps to complete your application smoothly.

1. Click ‘Get Form’ button to access the application and open it in the editor.
2. Begin by entering investor information. Include the investor name as it should appear on trust records along with the phone number for contact. Ensure the legal name is filled in, which should be the name filed with the IRS if different from the investor name.
3. Fill out the street address in the designated field. Note that a P.O. Box is not accepted here. Enter the fiscal year-end date in the specified format (month and day).
4. Indicate the entity type by selecting the appropriate option. This is vital for the proper classification of the investor.
5. Input the mailing address if it differs from the street address, along with the corresponding city, state, and zip code.
6. Complement the tax identification number (TIN) section accurately, as failure to provide this information may lead to backup withholding as per IRS regulations. Specify the form of organization or tax status as necessary.
7. In the investor certification section, a representative must read, complete, and sign. Here, they will certify that the entity name in the application has duly enacted an ordinance or resolution.
8. Attach the required documentation, which includes a W-9 where the name matches IRS records and the ordinance or resolution supporting the application.
9. Finally, review all entries for accuracy, then print and sign the form using blue or black ink. Provide the printed name and title of the authorized signatory.
10. Once completed, fax or mail the application along with any required documents to the provided address or fax number for processing.

Complete your application online to start your journey as a new investor today.