Get Account Modification Form - Realty Finance Trust, Inc.

Completing the Account Modification Form for Realty Finance Trust, Inc. requires careful attention to detail to ensure that all necessary modifications to your account are accurately captured. This guide provides clear instructions on how to effectively fill out this form online.

Follow the steps to successfully complete the Account Modification Form.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering the registration name(s) on the account in Section 1. Ensure you accurately fill in the name of the account owner and, if applicable, the name of the joint account owner.
3. In Section 2, provide your current legal address. This should not be a P.O. Box. Include your city, state, and zip code, along with your phone number and email if required.
4. For Section 3, you may add an alternate address for where you would like duplicate tax statements or distribution notifications to be sent. Include relevant details including name and mailing address.
5. Section 4 allows you to make changes to your distribution instructions. Indicate whether you wish to begin participation in the distribution reinvestment plan or change your distribution instructions for non-qualified accounts.
6. If applicable, Section 5 is for changes concerning power of attorney or trustee information. Make sure to provide necessary documentation if required—such as a copy of the power of attorney.
7. In Section 6, if you are changing your financial advisor, provide the name and contact details of the new advisor.
8. For Section 7, decide whether you prefer to receive stockholder communications electronically. If you choose this option, sign and provide your email address.
9. Finally, review all sections to ensure accuracy, and sign the document as required in Section 8. Make sure to add the date of your signature.
10. After completing the form, you can save any changes, download it for your records, print copies if necessary, or share it as required.

Complete your documents online today for a seamless account modification experience.