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Toll Free: 18558727540 www.pensco.com PEN SCO AdvisorAdvantage ALTERNATIVE EQUITY INVESTMENT AUTHORIZATION Checklist IMPORTANT REMINDERS Please supply all documents listed below. Sending incomplete
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How to Fill Out Checklist - Pensco Trust:

01
Gather all required documents and information, such as account details, personal identification, and investment choices.
02
Review the checklist provided by Pensco Trust to ensure you understand each item and its purpose.
03
Start by filling out your personal information accurately, including your full name, contact details, and social security number.
04
Provide your account details, including the account number and any specific instructions or preferences.
05
Follow the checklist to provide information about your desired investments, such as the type of assets you want to invest in, the amount you wish to allocate, and any specific investment instructions.
06
If required, provide additional documentation or information related to certain investment choices or account requirements.
07
Double-check your completed checklist for accuracy and ensure that everything is filled out correctly.
08
Sign and date the checklist to acknowledge that all the information provided is true and accurate.
09
Submit the completed checklist to Pensco Trust using the designated submission method, such as mailing it or uploading it online.

Who Needs Checklist - Pensco Trust?

01
Individuals or organizations looking to open a self-directed IRA or retirement account with Pensco Trust.
02
Existing Pensco Trust account holders who need to update their information or make changes to their investment choices.
03
Anyone considering investing in alternative assets, such as real estate, private equity, or precious metals, through a self-directed IRA or retirement account provided by Pensco Trust.
Please note that this is a general guide and it is always recommended to refer to the specific instructions and requirements provided by Pensco Trust when filling out their checklist.
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The checklist - pensco trust is a document used to collect information about a Pensco Trust.
Anyone who has a Pensco Trust account is required to file the checklist - pensco trust.
The checklist - pensco trust can be filled out online or by filling out a physical form and submitting it to the appropriate authority.
The purpose of the checklist - pensco trust is to gather important information about the trust for regulatory purposes.
The checklist - pensco trust typically requests information such as the name of the trust, the trustee, beneficiaries, and the assets held in the trust.
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