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Investment Authorization Kit

Complete this kit including Investment Authorization form, Prohibited Transactions Questionnaire form and Wire Request form to make your investment.

Please only send one request as multiple identical requests may cause a delay in processing your request.

If you wish to modify your original request, be sure to check the “Change Request” box in Section 2 of the form.

Our turnaround time is 3-5 business days, unless you request expedited service (at an additional cost). If you select expedited service, all required documents must be submitted with the Investment Authorization form at the same time.  Expedited service does not mean same day service; it may take 1-2 business days provided that your request is complete, reviewed and accepted and the required funds are available.

For Initial Investments:

If this is an initial investment request for an asset that you do not yet hold in your account, please ensure that you send the Investment Authorization form with supporting documentations. (Please review  Investment Document Requirement).  If supporting documentation is not submitted with the Investment Authorization form, your request will not be processed.  Please submit all supporting documents at the same time.

If you would like us to pre-review your chosen investment prior to submitting the Investment Authorization form, please send your supporting documents to investments@ForgeTrust.com, with the subject line “Requesting Pre-Review”.

For Subsequent Investments:

If this is a subsequent investment in an asset that you already hold in your account, you may be required to provide supporting documentation, and documentation required by the entity in which you are investing, along with the Investment Authorization form.

You can submit the form by using one of the following methods.

DocuSign

This is the preferred way to complete the form.  You can fill out the form online and sign it electronically by DocuSign.

DocuSign is a fast and secure way to process your form. It allows you to digitally sign forms without having to go through the hassle of downloading software or mailing the originals.

You will receive an email with a copy of the form after signing is completed.  There is no need to mail in the form.

Click here to DocuSign Form

 

PDF Download

If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Email: Investments@ForgeTrust.com
Fax: (650) 745-2929
Regular Mail: Forge Trust
P.O. Box 7080, San Carlos, CA 94070-7080
Overnight Mail: Forge Trust
1160 Industrial Road, Suite 1,
San Carlos, CA 94070-4128
Click here to Download Form