llc and lp investment - nuview trust · 2020. 11. 4. · llc and lp investment purchase...

Transaction Tips:Investments must be at arms length, not involving disqualified parties referenced in IRS 4975.

Some transactions may generate Unrelated Business Income Tax (UBIT), so consult with the investment sponsor, an investment advisor, and/or tax professional. NuView IRA does not know if and when UBIT applies within this investment, and it cannot be relied upon to provide any specific UBIT information.

Submit Documents Via:

My NuView Online PortalAccounts.NuViewIRA.com

[email protected]

Fax(407) 571-9541

MailNuView IRA Processing Office280 S. Ronald Reagan Blvd.Longwood, FL 32750

LLC AND LP INVESTMENT

Purchase InstructionsSimply follow the checklist below, and NuView will purchase this investment via your self-directed IRA. Please read and complete all documents in this packet, and return to NuView. Funding will be sent within three (3) business days upon receipt of ALL required documents, in good order.

NuView documents to be completed and submitted: Private Entity Purchase Authorization

Supporting documents to be completed and submitted: Completed and signed Subscription Agreement, if applicable

OR

Operating/Partnership Agreement, including a schedule of members indicating the IRA’s membership

Before submitting your transaction, please ensure: 1) Your self-directed IRA with NuView has been established

2) Your IRA has cleared funds available to make the investment

3) All investments have been titled in the hame of your IRA: NuView Trust Co. Custodian FBO [Client Name] IRA #

4) All instances of “Investor’s Address” are: 280 S. Ronald Reagan Blvd., Longwood, FL 32750

ALL SUPPORTING DOCUMENTS MUST BE INITIALED ON EVERY PAGE AS READ AND APPROVED OR THEY CANNOT BE PROCESSED.

Discover a new world of investment options.

*Additional documentation may be required

5

Do any of the above referenced parties:YES1.) Hold a position as a Director, officer, employee or affiliate of the entity? NO

YES NO

YES NO

YES NO

2.) Currently own or plan to own any of the available shares/units/percentage ownership of the entity?

2a.) (If Yes) Will the aggregate ownership be more than 50% of the entity or create a controlling interest?

If you answered yes to any of the above questions*, please explain:


3.) Stand to realize a personal gain or benefit from your accounts investment into this entity?

Please check the appropriate boxes below as it relates to the following disqualified parties involvement with the entity your account will be investing into: You, Your Spouse, Children and Grandchildren and their Spouses, Parents and Grandparents.

PLEASE ANSWER THE FOLLOWING QUESTIONS5


YES NO

YES NO








Private EntityPurchase Authorization

NuView IRA www.nuviewtrust.com More Choices. More Control. page 1 of 2

ACCOUNT INFORMATION1Name (Your name as it appears in your plan)

Mr. Ms. Mrs. Dr.

Account Number

INVESTMENT DETAILS2Type of Entity you are investing in:*

LLC LP C-Corp Land Trust Other:

Entity Name

Address City, State, Zip Phone

What will the entity issue you for your investment?

*Subchapter S Corporations do not allow IRAs as investors *Investing an IRA in a "pass through" entity may cause Unrelated Business Income Tax. For more information, consult your tax professional or review IRS publication 598.

FUNDING INSTRUCTIONS Please send the funds for purchase via:3 WIRE CHECK TO BE PROVIDED

FEES4

How would you like to pay for your fees? (Fees must be paid before transactions can be processed).Credit Card (complete card info below)Account (account must have sufficient funds for investment and fees)

Card Type: VISA MC AMEX DISCOVER

Credit Card Number: Exp. Date:

Billing Address:

Signature:

ACH

For WIRE($30) or ACH - Please complete the info belowBank Name

Account Holder Name Account Number

For Credit To

For CHECK - Please complete the info belowMake Check Payable To

Mail Check To

Address

City, State, Zip

Send Check via:Regular Mail Overnight Mail ($30) Certified Check ($25)

ABA Routing Number

Address

City, State, Zip

Units: #______ $/Unit _______________ Shares: #______ $/Share _______________ Percentage: #______

Total Investment NAV

Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH

NuView IRA - Processing Office 280 S. Ronald Reagan Blvd., Suite 200

Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541

E: [email protected]



For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO

YES NO









YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class


YES NO

YES NO











Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4




Billing Address:

Signature:

ACH


Longwood, FL 32750P: (877) 259-3256 | F: (407) 571-9541




For Credit To


Mail Check To

Address

City, State, Zip


ABA Routing Number

Address

City, State, Zip



Share Class




Mr. Ms. Mrs. Dr.

Account Number



Entity Name





FEES4

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