| Investment Forms and Documents |
Real Estate Purchase Kit
- All the forms you need to purchase real estate using your PENSCO Trust account. This kit includes the Real Estate Purchase Checklist,
Solo(k) Investment Authorization for Non-Publicly Traded Investments, and Payment and Funding Instructions forms. |
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Private Placement Investment Kit
- All the forms you need to invest into a private placement using your PENSCO Trust account. This bundle includes the Private Investment Guidelines,
Solo(k) Investment Authorization for Non-Publicly Traded Investments, and Payment and Funding Instructions forms. |
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Secured Loan Investment Kit
- All the forms you need to invest into a secured loan using your PENSCO Trust account. This kit includes the Secured Loan Checklist,
Deed of Trust Mortgage Direction Letter, Loan Servicing Agreement, and Payment and Funding Instructions forms. |
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Unsecured Loan Investment Kit
- All the forms you need to invest into an unsecured loan using your PENSCO Trust account. This kit includes the Unsecured Loan Checklist,
Unsecured Loan Authorization, Loan Servicing Agreement, Solo(k) Investment Authorization for Non-Publicly Traded Investments, and Payment and Funding Instructions forms. |
