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Starter Kit For Real Estate

Investment / Purchase Kit

Starter Kit For Private Placements

Investment / Purchase Kit

TRANSACTION FORMS & INFORMATION

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)

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)

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)

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)

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)

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

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)

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.

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.