Get Additional Investment Form (second Offering)

Filling out the Additional Investment Form for a second offering can be a straightforward process when you know what to expect. This guide provides you with clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to successfully complete the form online

1. Click the ‘Get Form’ button to access the Additional Investment Form and open it in your preferred document editor.
2. In the first section, enter your investment amount, ensuring it meets the minimum requirement of $100. If applicable, check the box if you are purchasing shares through a registered investment advisor.
3. Fill out the subscriber information section. Include your existing account number, personal contact information, Social Security or Taxpayer ID numbers, birth dates, and citizenship status. Use people-first language when referring to individuals involved in the investment.
4. Provide both your residence and mailing address. If the co-investor uses a different address, attach that information separately.
5. Select the account type by checking either 'Non-Custodial' or 'Custodial'. If you choose custodial, provide the custodian account number and the contribution year for IRA accounts.
6. Indicate your investment method by choosing either 'By Mail' or 'By Wire'. Include relevant details such as account numbers for wires and postal addresses for mailing checks.
7. In the suitability section, read and initial each representation indicating you meet the required net worth and income standards. If applicable, both investors/co-investors should initial the representation.
8. Sign the form under the subscriber signatures section. Make sure to include the date and ensure that all signatures are present.
9. If there is a broker/dealer involved, the registered representative needs to complete their section by providing their details and signatures.
10. After completing the form, review all entered information for accuracy. Save changes to the form, download a copy for your records, and print or share as required.

Complete your documents online today and ensure your investment process is seamless.