Invest with a Solo(k)

Investment Forms and Documents

• Real Estate Purchase Kit

  All the forms you need to purchase real estate using your PENSCO Trust account.

  Kit includes the following:

  • Real Estate Purchase Checklist
  • Solo(k) Investment Authorization for Non-Publicly Traded Investments
  • Payment & Funding Instructions
  Download Kit

• Private Placement Investment Kit

  All the forms you need to invest into a private placement using your PENSCO Trust account.

  Kit includes the following:

  • Private Investment Guidelines
  • Solo(k) Investment Authorization for Non-Publicly Traded Investments
  • Payment & Funding Instructions
  Download Kit

• Secured Loan Investment Kit

  All the forms you need to invest into a secured loan using your PENSCO Trust account.

  Kit includes the following:

  • Secured Loan Checklist
  • Deed of Trust Mortgage Direction Letter
  • Loan Servicing Agreement
  • Payment & Funding Instructions
  Download Kit

• Promissory Note Investment Kit

  All the forms you need to invest into an unsecured loan using your PENSCO Trust account.

  Kit includes the following:

  • Unsecured Loan Checklist
  • Unsecured Loan Authorization
  • Loan Servicing Agreement
  • Solo(k) Investment Authorization for Non-Publicly Traded Investments
  • Payment & Funding Instructions
  Download Kit