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ADDITIONAL INVESTMENT INSTRUCTIONS FORM Inland Real Estate Investment Corporation Please Print or TypeForward To: First Trust Retirement, c/o SSC Regular Mail Overnight Delivery PO Box 219182 Mail
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How to fill out additional investment instructions form

01
Obtain the additional investment instructions form from your financial institution or investment company.
02
Fill in your personal details such as name, address, and account number.
03
Specify the type of investment you wish to make and the amount of funds you want to invest.
04
Indicate any specific instructions or preferences for how your investment should be managed.
05
Sign and date the form to confirm your investment instructions.

Who needs additional investment instructions form?

01
Investors who want to provide specific instructions for their investments beyond what is typically specified in their regular investment accounts.
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The additional investment instructions form is a document used by investors to provide specific guidelines or instructions regarding their investment strategies or preferences.
Individuals and entities involved in investment activities or holding investment accounts may be required to file this form to communicate their investment preferences.
To fill out the additional investment instructions form, you should provide your personal or business information, specify your investment objectives, and detail any specific instructions or restrictions related to your investments.
The purpose of the additional investment instructions form is to ensure that investment managers or institutions understand the investor's preferences and directives to tailor investment strategies accordingly.
The form typically requires personal information, investment objectives, any specific instructions regarding the type of investments, and acknowledgment of the terms and conditions.
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