RE 870 Investor Questionnaire - California Department of Real Estate - dre ca 2026

1. Click ‘Get Form’ to open the RE 870 Investor Questionnaire in our editor.
2. Begin by entering your name and, if applicable, your co-investor's name. If you are completing this on behalf of an entity, provide the entity's name and type.
3. Fill in the general information section, including addresses and telephone numbers for both investors. Ensure that dates of birth are accurately entered.
4. In the employment information section, detail your current position and previous positions. Include titles and lengths of time in each role.
5. Complete the education section by indicating the highest year completed, graduation year, and degree or diploma obtained.
6. Provide financial details such as estimated annual income, net worth (excluding principal residence), and liquidity needs by selecting appropriate options from the provided ranges.
7. Report your investment experience in years across various categories like mutual funds, stocks, real estate, etc., ensuring to specify any experience with notes secured by trust deeds.
8. Finally, review all entries for accuracy before signing at the bottom of the form. Ensure both investor and co-investor signatures are included along with dates.

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