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Accredited Investor Certification Form 2026
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- Click ‘Get Form’ to open the Accredited Investor Certification Form in our platform's editor.
- Begin by indicating whether you are an 'Accredited Investor' by selecting 'Yes' or 'No'. If you qualify, check the applicable category under 'For Individuals'.
- If you select option (a), specify your approximate net worth by checking one of the ranges provided. If option (b) applies, confirm your income status and ensure both spouses sign if applicable.
- Next, answer the Portfolio Requirement question regarding your net worth exceeding $2,000,000. Select 'Yes' or 'No' based on your situation.
- Finally, print your name, phone number, and email address in the designated fields. Ensure to sign and date the form, and have your spouse do the same if required.
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Related links
Sep 18, 2020 Under the final rule, any entity will be able to qualify as an accredited investor if it (1) owns more than $5 million in investments, asRead more
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