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ADDITIONAL INVESTMENT
INSTRUCTIONS FORM
Black Creek Industrial REIT IV, Inc.
Please Print or TypeForward To: First Trust Retirement, c/o DST Systems, Inc.
Regular Mail
Overnight Delivery
PO Box 219079
Mail
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How to fill out additional investment instructions form

How to fill out additional investment instructions form
01
Obtain the additional investment instructions form from your investment company.
02
Read the instructions and guidelines provided with the form carefully.
03
Fill in your personal information such as your name, address, and contact details in the designated fields.
04
Specify the type of investment or account you wish to make changes or additions to.
05
Clearly state the changes or additions you want to make. Provide detailed instructions if necessary.
06
Review the completed form to ensure all information is accurate and complete.
07
Sign and date the form to authorize the requested changes or additions.
08
Submit the filled-out form to your investment company by mail, email, or through their online portal.
09
Keep a copy of the completed form for your records.
10
Contact your investment company or financial advisor if you have any questions or need further assistance.
Who needs additional investment instructions form?
01
Investors who want to make changes or additions to their existing investment accounts or portfolios.
02
Individuals who wish to update their investment strategy or allocate funds differently.
03
Clients who want to adjust their risk tolerance or investment preferences.
04
Investors who want to include specific instructions regarding dividend reinvestment, asset allocation, or any other investment-related aspect.
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What is additional investment instructions form?
The additional investment instructions form is a document used to provide instructions for additional investment in a specific investment product or account.
Who is required to file additional investment instructions form?
Investors who wish to make additional investments in an investment product or account are required to file the additional investment instructions form.
How to fill out additional investment instructions form?
The additional investment instructions form should be filled out by providing the necessary information such as investor details, investment product/account information, desired investment amount, and any specific instructions.
What is the purpose of additional investment instructions form?
The purpose of the additional investment instructions form is to inform the investment provider about the investor's intent to make additional investments and provide clear instructions on how to proceed.
What information must be reported on additional investment instructions form?
The additional investment instructions form must include investor details, investment product/account information, desired investment amount, and any specific instructions related to the additional investment.
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