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Simply print out this form:
Investment Authorization
for Publicly Traded Investments
- After completing the top section with your Account Holder Information,
indicate in the midsection that you wish to "Buy" a brokerage account
at a specific broker/dealer firm.
- Indicate also, the specific dollar amount that you would like us to
invest into the brokerage acount. Please note that you
must always leave at least $100 in the cash (uninvested) portion of
your PENSCO Trust IRA.
- If you already know of a broker there that you would like us to deal
with on your behalf, simply include their name and contact information.
Be sure to list any additional information that we might need in order
to open up the exact type of account that you wish to hold (i.e. if
it has a special name, or if there is a certain fee or other structure
that we should ask for, etc.)
- Sign the form and mail to:
PENSCO Trust, Inc. / P.O. Box 26903
/ San Francisco / CA / 94126-6903
or fax first to (415) 956-3016, Attn. Funding Department
and then mail the original to follow.
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