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ADDITIONAL INVESTMENT INSTRUCTIONS FORM Industrial Property Trust, Inc. 11/2015 Please Print or Type Forward To: First Trust Retirement, c/o DST Systems, Inc.
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How to fill out additional investment instructions form:

01
Obtain the additional investment instructions form from your financial advisor or investment company. They should provide you with a copy or direct you to where it can be downloaded from their website.
02
Start by filling out your personal information accurately. This typically includes your full name, address, contact information, and social security number.
03
Indicate the type of investment account you have or wish to open, such as an individual retirement account (IRA) or a brokerage account.
04
Specify the investment instructions you want to provide. This can include details such as the amount you want to invest, the specific securities or funds you want to invest in, and any desired asset allocation.
05
If applicable, provide any instructions regarding the duration of the investment or any specific investment objectives you have in mind.
06
Review the form thoroughly to ensure that all the information provided is correct and complete. Make any necessary corrections or additions before submitting it.
07
Sign and date the form to validate your instructions and consent. Some forms may require a witness or require notarization, so be sure to follow any additional requirements mentioned on the form.
08
Submit the completed form to your financial advisor or investment company using their preferred method, which can include mail, email, or online submission.
09
Keep a copy of the form for your records.

Who needs additional investment instructions form?

The additional investment instructions form is typically needed by individuals who have specific investment preferences or requirements that are not covered under their general account agreement. It allows investors to have more control over their investments and tailor their portfolio according to their unique goals and risk tolerance. This form may be required by investment firms or financial advisors to ensure that the investor's instructions are properly documented and executed.
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Additional investment instructions form is a document that provides specific guidelines on how additional investments should be made.
Individuals who have the authority to make investment decisions on behalf of an organization are required to file the additional investment instructions form.
To fill out the additional investment instructions form, one must provide detailed information about the specific investments to be made, including the amount, type of investment, and any restrictions or guidelines.
The purpose of the additional investment instructions form is to ensure that all investment decisions are made in accordance with the organization's policies and guidelines.
The additional investment instructions form must include details such as the name of the investment, the amount to be invested, the specific investment instructions, and any other relevant information.
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