Get Accredited Investor Certification Form

Filling out the Accredited Investor Certification Form is an essential step for individuals seeking to certify their status as accredited investors. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently online.

Follow the steps to complete the form with ease

1. Click ‘Get Form’ button to obtain the document and open it in your preferred online editor.
2. In the first section, indicate whether you are an 'Accredited Investor.' Select either 'Yes' or 'No.' If you select 'Yes,' please check the applicable categories for individuals below.
3. For individuals, choose either item (a) or (b): In section (a), check the box that corresponds to your individual or joint net worth, excluding your primary residence. This includes options labeled with net worth ranges from $1,000,000 to over $5,000,000.
4. In section (b), indicate if your income has exceeded $200,000 in the past two years or joint income with your partner in excess of $300,000. Both partners must sign in this scenario.
5. Next, answer whether you meet the Portfolio Requirement of a 'Qualified Client.' Again, select 'Yes' or 'No,' understanding the net worth criteria outlined.
6. Ensure to certify your status as an Accredited Investor and/or Qualified Client. Clearly print your name, phone number, and email address in the appropriate fields.
7. Sign and date the form where indicated. If applicable, your partner should also provide their signature and date.
8. Finally, review the completed form for accuracy. Once you are satisfied, you can save changes, download the document, print it, or share it as needed.

Complete your Accredited Investor Certification Form online today to ensure your investment opportunities are secured.