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BlueVault Investment Authorization Kit


This kit includes 3 forms: Investment Authorization, Wire Request and Expense Payment Request form.

  • Complete the Investment Authorization form with the exact amount of the BlueVault Invoice to authorize purchase of the Precious Metals.
  • Complete the Wire Request form if you want funds wired to BlueVault.
  • Complete the Expense Payment Request form to authorize payment of the Vault Storage Invoice with the exact amount to pay the storage fees to BlueVault.

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 provided that your request is complete and the required funds are available.

 

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