 |
| Client
Services - Use for inquiries regarding general
account information, i.e., account balances, billing options,
beneficiaries, transaction statuses, etc. |
| Marketing
- Use for Preferred Professional application forms, for
information regarding educational seminars and/or conferences,
including our 2005 National Symposium on Self-Directed IRAs.
|
| Business
Development - Use to request product and service
information. |
| Private
Placements - Use to submit paperwork regarding your private placement investment(s), such as when you are submitting paperwork regarding an LLC, LP, or private C-Corp, or faxing in instruction to invest in one of the previous entities.
|
| Real Estate - Use for real estate investment transactions (purchases, mortgage notes/deeds of trust, etc.). |
| Transfers In -
Use only for confirmation of in-kind asset re-registrations (changes to asset vesting).
DO NOT use for transfer request forms unless authorized to do so by a PENSCO Trust Representative.
(Your relinquishing custodian will normally require us to send the original.)
|
| Deposits
- Use to communicate additional detail, breakdown and/or description
of deposits and payments made in to your account at PENSCO Trust. |
| Expense Payment - Use to submit the Payment and Funding Instructions form authorizing payment of expenses. |
|
Regular USPS mail delivery::
PENSCO Trust Company
P.O. Box 26903
San Francisco, CA 94126
|
Overnight Delivery Only:
PENSCO Trust Company
450 Sansome Street, 14th Floor
San Francisco, CA 94111
|
(Please note: all original forms except investment related
documents must be sent to PENSCO for processing.)
Investment related documents can be faxed to: (415) 402-0263.
|
