Step 1: Properly Completing Page 1 of the Real Estate Direction of Investment
Page 1, Section 1 (required)
-In this section Equity Trust Company requires the IRA owner to include general information about the client account to initiate the investment on behalf of their IRA.
Page 1, Section 2 (required)
-In this section, Equity Trust requires that you designate a processing time frame for your investment direction. Normal processing time for a funding request is 3-4 business days upon receipt of completed paperwork. This option is free of charge.
-Expedited service is also available for $50.00. However, please note that Equity Trust Company requires fully completed forms to be submitted to Equity Trust no later than 10:00 AM EST for expedited service.
Page 1, Section 3 (required)
-In this section, please ensure that you have titled your investment correctly by checking one of the options.
Page 1, Section 4 (optional)
-In this section Equity Trust Company requires that you direct our firm to list documents that you wish for our firm to sign on behalf of your IRA investment. In most cases, Equity Trust will sign documents in lieu of you signing your name personally.
-While the majority of investments do require some type of signature, not all do so. This section is optional.
Page 1, Bottom (required)
-Please ensure that you sign and date at the bottom of the page.