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820 Jorge Blvd., Suite 420 Oak Brook, IL 60523 800.618.6177 Telephone 630.472.5969 Fax www.mtrustcompany.com PRIVATE PLACEMENT CERTIFICATION A INVESTMENT INFORMATION Name of Investment: Description.

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Filling out the Amazon form can seem daunting, but with clear guidance, you can navigate the process smoothly. This guide provides detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the Amazon form.

  1. Click ‘Get Form’ button to access the document and open it in the editor.
  2. Begin by entering the name of the investment in the designated field. This is important for identifying the specific investment you are certifying.
  3. Select the appropriate description of the investment from the provided options. Ensure you choose the one that accurately represents your investment type.
  4. If you are dealing with a promissory note, fill in the required information such as maturity date, issue date, coupon/interest rate, and payment frequency.
  5. Provide details about the investment issuer/sponsor including the name, address, city, state, zip code, and contact information such as telephone number, fax number, email, and website address.
  6. Proceed to the certification & agreement section. Read through the points carefully and ensure that you understand each requirement. Add any necessary information and certify as required by signing and dating the document.
  7. Continue to fill out the administrative contact, wire/settlement contact, and any third party fund administrator information in the contact information sections.
  8. Review sections for check and wire instructions, ensuring you provide clear and correct information for processing.
  9. Complete the trade information section by indicating any purchase restrictions, liquidation restrictions, and the valuation frequency for your investment.
  10. Once all sections are completed, review the entire form for accuracy and completeness. Save your changes and consider downloading, printing, or sharing the form as needed.

Start filling out your documents online today to ensure a seamless certification process.

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