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Accredited investor letter template

Accredited investor letter template 2026

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The document is an Accredited Investor Verification Letter for an entity investor, confirming the entity's status as an 'accredited investor' under Rule 501 of the Securities Act. It includes details about the investor entity, the verifying individual or entity, and the criteria met for accreditation. The letter serves as written confirmation that can be relied upon by issuers in securities offerings under Rule 506(c), with a specified expiration date for its validity.

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Click ‘Get Form’ to open the accredited investor letter template in the editor.
Begin by entering the date at the top of the form. This is essential for record-keeping and verification purposes.
Fill in the 'Investor Entity Name' field with the official name of your entity. Ensure this is accurate as it will be used for legal documentation.
Specify the 'State of Incorporation or Registration' where your entity is registered, which is crucial for compliance.
Complete the 'Investor Entity Address' section with your entity's full address, ensuring all details are correct.
In the verification section, identify and check one option that describes the Verifying Individual or Entity. Provide their name and license number as required.
Next, indicate how your entity qualifies as an accredited investor by checking one of the options provided. If applicable, list all equity owners or provide additional descriptions as needed.
Finally, ensure that a verifier signs and fills out their information at the bottom of the form before saving or exporting your completed document.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Where can I get an accredited investor letter?

The simplest way to attain accredited investor status is to ask for a 3rd party verification letter from a registered broker dealer, an attorney or a certified public accountant.

How do I prove Im an accredited investor?

There are 4 types of evidence that you can provide to prove that you are accredited to invest as a US individual. Income Evidence (this is generally the fastest method for verification) Net Worth Evidence. Professional License Certification. Third-Party Attestation Letters.

Can a CPA write an accredited investor letter?

An accredited investor letter is issued by a licensed third party, such as a certified public accountant (CPA), attorney, registered broker-dealer or an SEC-registered investment advisor.

What is an example of an accredited investor letter?

Accredited Letter Example I am writing to verify that I qualify as an accredited investor under Rule 501 of Regulation D of the Securities Act of 1933. I meet at least one of these criteria: My individual or joint net worth with my spouse exceeds $1,000,000, not counting my primary residences value.

How do I certify myself as an accredited investor?

Individuals can qualify by earning at least $200,000 annually ($300,000 for joint filers) or having a net worth exceeding $1 million, excluding a primary residence. Certain financial professionals and entities may also meet the requirements through their credentials or assets under management.