STARTER KITS

STARTER KITS

All of the forms are included, along with step-by-step instructions and a helpful checklist to make sure you remember to fill everything out.
Mail Original Documents to:
Next Generation Services
75 Livingston Avenue, Suite 304
Roseland, NJ 07068
(Originals Required)

OPEN AN ACCOUNT

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Investment / Purchase Kits

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Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

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TRANSACTION DOCUMENTS

Starter Kit For Real Estate

Investment / Purchase Kit

Starter Kit For Private Placements

Investment / Purchase Kit

Starter Kit for IRA LLCs

Investment / Purchase Kit

TRANSACTION FORMS & INFORMATION

Buy Direction Letter

Use this form to instruct Next Generation to make any investment within your account. Complete the appropriate sections of the form depending on the type of asset that you are purchasing. Please note that additional supporting documents are usually required, but vary depending on the type of investment. Please speak with an Account Representative to confirm what information will be necessary to process your request. (Fax/Scan Accepted)

Brokerage Account Direction of Investment

Use this form to instruct Next Generation to fund or further fund a brokerage account investment within your account. (Fax/Scan Accepted)

Distribution Form

Use this form to request distributions of cash or assets from your account. Note that any distribution will be reported to the IRS and may be a taxable event, depending on the type of account and reason for distribution. Feel free to contact our office for general information, or you may contact your tax advisor for more information about the specific tax effects for your situation.

Fair Market Valuation Form

Use this form to report changes to the fair market value of assets held in your account. Each account holder is responsible for providing an annual report of the fair market value of all account assets to Next Generation. This form may also be needed when performing a Roth conversion of assets, or if taking a distribution of assets in-kind. This form must be submitted with supporting documents. (Fax/Scan Accepted)

Fair Market Valuation Guide

This is a guide with more details about how to complete the Fair Market Valuation Form and supporting documentation.

Payment Authorization

Use this form to instruct Next Generation to pay expenses associated with any asset in your account. Remember that all asset-related expenses must be paid from your account, and cannot be paid personally out of pocket. You should attach any invoice or other supporting information to this form. (Fax/Scan Accepted)

Precious Metals Direction of Investment

Use this form to instruct Next Generation to fund or further fund a Precious Metals investment within your account. (Fax/Scan Accepted)

Private Placement Instruction Letter

Use this form in conjunction with a Buy Direction Letter and other supporting documents if you are instructing Next Generation to invest your account into any sort of Private Placement or other private entity, such as an LLC, LP, Private Stock, Hedgefund, etc. (Fax/Scan Accepted)

Private Placement Investor Advisory Notice

Use this form in conjunction with a Buy Direction Letter, Private Placement Instruction letter and other supporting documents if you are instructing Next Generation to invest your account into any sort of Private Placement or other private entity, such as an LLC, LP, Private Stock, Hedge Fund, etc. This form is to be completed, signed and dated by an eligible party of the investment entity. (Fax/Scan Accepted)

Outgoing Wire Instructions

Use this form to provide us with outgoing Wire or ACH (direct deposit) instructions for funds going from your account to anyone. This includes purchases, payments, as well as distributions to you directly. Be sure to get this information from the bank where funds are being sent, in order to prevent misdirected funds. (Fax/Scan Accepted)

Sell Direction Letter

Use this form to instruct Next Generation to sell or liquidate any investment within your account. Complete the appropriate sections of the form depending on the type of asset that you are selling/liquidating. Please note that additional supporting documents may be required, but vary depending on the type of investment. Please speak with an Account Representative to confirm what information will be necessary to process your request. (Fax/Scan Accepted)

Unsecured Loan Application

Use this form for an Unsecured Loan Application. Feel free to contact our office for general information, or you may contact your tax advisor for more information about the specific tax effects for your situation.