Senior Debt Investment Senior Debt - Submission Form This will collect all necessary information for investing in a senior debt position with Klinkloans Fund. Name(Required) First Last Contact Email(Required) How will you be vesting?(Required) Individual (personally) Business entity or LLC Trust Vantage Self Directed IRA Charles Schwab Account LLC Type(Required) Single Member Single Member - Disregarded C corporation S corporation Partnership Owner Name(s) - Vesting (Full Legal Name)(Required)Vantage Name: Full legal name including your Vantage number(Required)Charles Schwab Account Name(Required)Loan 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 sending funds(Required) ACH (Easiest) Wire to Klinkloans Fund Bank Name(Required)Routing Number(Required)Account Number(Required)Name on Bank Account(Required)Account Type(Required) Personal Checking Personal Savings Business Checking Business Savings Date of Birth (Personally)(Required) MM slash DD slash YYYY Contact Number (Personally)(Required)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)Communication Preferences(Required) Fund updates via email Fund updates via text Fund updates via both text/email Would your spouse like to receive distribution/reinvestment statements?(Required) Yes No Would your spouse like to receive monthly fund reports in the future?(Required) Yes No Monthly Earnings(Required) Distribution (monthly income) Reinvest (growth) 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 Number (for distribution)(Required)Account Type (for distribution)(Required) Personal Checking Personal Savings Business Checking Business Savings 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) Δ
