Accredited Investor Certification Form - Halbert Wealth Management 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by indicating whether you qualify as an accredited investor by checking 'Yes' or 'No'. If 'Yes', proceed to select the applicable category under 'For Individuals'.
3. If you choose option (1), specify your net worth by selecting the appropriate range. If option (2) applies, confirm your income status and ensure both spouses sign if applicable.
4. Next, indicate if you meet the Portfolio Requirement of a ‘Qualified Eligible Person’ by checking 'Yes' or 'No'.
5. Then, confirm if you meet the requirements of a ‘Qualified Purchaser’ by marking 'Yes' or 'No'.
6. Fill in your name, address, phone number, and email. Ensure all required fields are completed.
7. Finally, sign and date the form. If applicable, have your spouse sign as well.

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