Get the free ADDITIONAL INVESTMENT INSTRUCTIONS FORM Inland Real

ADDITIONAL INVESTMENT INSTRUCTIONS FORM Inland Real Estate Investment Corp. 11/2015 Please Print or Type Forward To: First Trust Retirement, c/o DST

How to fill out additional investment instructions form

How to fill out additional investment instructions form:

1. Begin by carefully reading the instructions provided with the form. This will give you a clear understanding of the information required and the sections that need to be filled out.
2. Fill in your personal information such as your name, address, phone number, and email address in the designated fields. These details will ensure that the form is associated with the correct individual.
3. Specify the type of investment or account for which you are providing instructions. This could be a retirement account, brokerage account, or any other investment instrument. Identify the specific account number, if applicable.
4. Clearly state the investment instructions you would like to make. This could include buying or selling specific securities, changing your investment allocation, or making contributions or withdrawals from the account. Be specific and provide any necessary details such as ticker symbols, amounts, or percentages.
5. Indicate the desired time frame for the investment instructions. For example, you may specify that you want the instructions to be executed immediately or on a specific date in the future. This will help ensure that your instructions are implemented as per your preferences.
6. If there are any special considerations or restrictions that need to be taken into account, such as tax implications or regulatory requirements, clearly outline these in the form. This will help the investment provider understand and comply with any specific guidelines.
7. Review the completed form for accuracy and completeness. Ensure that all the necessary fields have been filled out and that the information provided is correct. If required, sign and date the form to indicate your authorization.

Who needs additional investment instructions form:

1. Individuals who have existing investment accounts and wish to make specific changes or give instructions regarding their investments.
2. Investors who want to update their investment strategy, reallocate their assets, or adjust their risk tolerance.
3. Anyone who wishes to make contributions or withdrawals from their investment accounts according to a specific plan or schedule.

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