New Investor Information Completing the Form in multiple Sessions: Scroll to the bottom and use the "Save as Draft" Option to the right of the blue "Submit" button at any point you want to stop - this allows you to complete the form in multiple sessions if that is needed. Form of OwnershipHow the Investor will hold Title *Please Select from Dropdown MenuIndividual OwnershipCommunity PropertyGeneral PartnershipCorporationIRA or Keogh PlanLimited Liability CompanyLimited PartnershipPension or Profit-Sharing PlanTenants in CommonTrust (such as Family, Survivor, etc.)Other - describe belowDetails for how the Investor holds TitleSocial Security or Tax ID Number *For Individual Ownership onlyMarriedUnmarried or SinglePlease check the box that appliesContact InformationFirst Name *Last Name *Street Address *City *State *ZIP *Email Address *Phone *Financial Information Specify where to send the monthly Interest Checks to:Check your preferenceAbove AddressAuto Deposit to Bank Account via ACHFor ACH transfers, Complete Form or Attach a Voided CheckBank or other financial Institution NameStreet AddressCityStateZIPAccount NumberABA NumberSignature Pointing Device Signature Capture allows you to add your signature using a mouse or a touch-screen. Date *Signature CaptureSign here with mouse or touch-screenYour browser does not support e-Signature field.If NO POINTING DEVICE is available, sign by typing your First and Last Name belowSigned *We appreciate any feedback regarding the completion of this form – it will help us optimize it!Describe your User Experience © 2022 Copyright CASCO financialSubmitSave as DraftPlease do not fill in this field.
