New Investors New Investor - Subscription Agreement New investors to the fund will fill out this information for their onboarding documents. Name(Required) First Last Middle Initial(Required)Contact Email(Required) Personal Phone Number(Required)How will you be vesting?(Required) Individual (personally) Business entity or LLC Trust Vantage Self Directed IRA LLC owned by a Vantage IRA Charles Schwab Account Vantage IRA Type(Required) Roth IRA Traditional IRA LLC Type(Required) Single Member Single Member - Disregarded C corporation S corporation Partnership Owner Name(s) - Vesting (Full Legal Name)(Required)Vantage Number(Required)Vantage Name: Full legal name including your Vantage number(Required)Example: Vantage FBO Investor Name ROTH/TRADITIONAL IRA #Vantage Number (Vantage FBO Cole M. Sundt Roth IRA #0000000)Charles Schwab Account NameSubscription Amount(Required)Charles Schwab Account Number(Required)Address (Owner, if Trust or LLC we need the mailing address)(Required) Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Primary Address(Required) Street Address City State / Province / Region ZIP / Postal Code Social Security No. or EIN (for Owner/Trust) This is needed for K-1 Tax Reporting(Required)Method of Payment for Subscription(Required) ACH (Easiest) Wire to Klinkloans Fund Bank Name(Required)Routing Number(Required)Account Number(Required)Name on Bank Account(Required)Account Type(Required) Business Checking Business Savings Personal Checking Personal Savings How would you like to pay the Vantage transaction fee?(Required) Vantage Account Card Note: This is a fee charged by Vantage IRAs LLCCard Type(Required) Visa MC Discover American Express Card Number(Required)Exp Date(Required)Billing Address(Required) Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Name on Card(Required) First Last Would you like to set up a monthly recurring subscription?(Required) Yes No Klinkloans offers a monthly recurring subscription program for investors who want to auto invest every month. Our minimum for this is $250/month and investors can skip a month or cancel at any time via email notification. Recurring Subscription Amount(Required)For your Recurring investment: Is the bank account information the same as the account we will debit for your subscription?(Required) Yes No Bank Name (for recurring subscription)(Required)Routing Number (for recurring subscription)(Required)Account Number (for recurring subscription)(Required)Account Type (for recurring subscription)(Required) Personal Savings Personal Checking Business Savings Business Checking Name on Account (for recurring subscription)(Required)Date of Birth (Personally)(Required) MM slash DD slash YYYY Are you married?(Required) Yes No Spouse Name(Required) First Last Spouse Date of Birth(Required) MM slash DD slash YYYY Spouse Email(Required)Spouse Phone Number(Required)Beneficiary of Trust (Name/Email)(Required)Monthly Earnings(Required) Reinvest ( compounding growth) Distribution (monthly income) NOTE: If you're investing through an IRA/Schwab account the monthly disbursements will be sent to the custodian. For your distributions via direct deposit: Is the bank account information the same as the account we will debit for your subscription?(Required) Yes No Bank (for distribution)(Required)Routing Number (for distribution)(Required)Account Type (for distribution)(Required) Business Checking Business Savings Personal Checking Personal Savings Account Number (for distribution)(Required)Is there anyone else you would like to receive earning statements?(Required) Yes No Name (to receive statements)(Required) First Last Email (to receive statements)(Required)How would you like to verify accredited status?(Required) Third Party Verification (CPA, Lawyer, Financial Advisor) - easiest Self Verification Active Financial License (if you currently hold a series 7, 65, or 82) Third party name for accredited verification(Required) First Last Third party email(Required)Third Party Phone Number(Required)Third Party Company Name(Required)Self Verification of Accredited Status(Required) 2 years annual income: $200k/individual or $300k/household - send Klinkloans Fund 2 years tax returns $1,000,000 net worth (not including primary residence) - send Klinkloans Fund asset statements and have credit pulled Verify via Net Worth - Consent to have credit pulled(Required) I consent to have Klinkloans Fund soft pull my credit (one time). Since this is a soft pull it won't "ding" credit.Klinkloans will NOT pull credit without consent. A credit pull is necessary to self verify accredited status via net worth.Social Security Number - for credit pull(Required)Please submit previous 2 years of tax returns(Required) Drop files here or Select files Max. file size: 1 GB. Δ
