Get Ca Re 870 2015

Completing the CA RE 870 form online can streamline your investment information submission process. This guide provides step-by-step instructions to assist you in accurately filling out the Investor Questionnaire.

Follow the steps to complete your CA RE 870 online.

1. Click ‘Get Form’ button to access the CA RE 870 form and open it in your browser.
2. Begin by filling in the personal information section. Enter the investor's name and co-investor's name, if applicable. If the investor is an entity, include the entity's name and the name of the authorized person completing the questionnaire.
3. In the general information section, provide the required addresses and telephone numbers for all parties involved. Don't forget to include the date of birth for each investor.
4. Complete the employment information section. Include the current position and title for each investor, note if they are retired, and indicate the length of time in their current position. List any previous positions or professions held.
5. Fill out the education section by recording the highest year completed and the year of graduation for each investor, along with the type of degree or diploma obtained.
6. In the financial situation section, select the estimated annual income range, estimated net worth, and estimated liquid assets. Provide the source of income and cash resources as required.
7. Determine the liquidity needs by selecting one of the provided options based on your current financial situation.
8. Address the investment experience section by reporting years of experience in different investment types, noting specific experience in notes secured by trust deeds or real property sales contracts.
9. Complete the other considerations section with relevant educational, business, or investment experiences and certifications.
10. State the investment objective by outlining what your goals are for purchasing or investing in trust deeds or real property sales contracts.
11. Finally, review the information provided for accuracy. Ensure all parties sign and date the acknowledgment section of the form.
12. After completing the form, you can save changes, download, print, or share the completed CA RE 870 as needed.

Take the next step in your investment journey by filling out the CA RE 870 online today.