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Trust company promissory note

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The document is a Direction of Investment (DOI) form used to initiate the full or partial satisfaction of a promissory note, mortgage, or deed of trust held within an IRA. It outlines the necessary steps and supporting documentation required for processing, emphasizes that Equity Trust Company does not provide investment advice or endorse any products, and details submission options and fee structures. The account holder is responsible for all investment decisions and must ensure compliance with applicable laws.

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Versions	Form popularity	Fillable & printable
2016	4.1 Satisfied (30 Votes)

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Reset Document 2025

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