Bdca forms 2025

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The document provides detailed instructions and forms for transferring shares of common stock in the Business Development Corporation of America (BDCA). It outlines the roles of transferor and transferee, necessary documentation, signature guarantees, and specific conditions for transfers due to death or divorce. The document also emphasizes compliance with state and federal securities laws, suitability standards for investors, and includes special notices for residents of certain states regarding investment limitations. Additionally, it contains sections for completing transfer forms and acknowledgments from both transferors and transferees.

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Click ‘Get Form’ to open the bdca forms in the editor.
Begin by filling out Section A: Transferor Information. Enter the name(s) as registered, including any trust names if applicable. Ensure you provide your Tax ID or Social Security Number.
In Section B: Transfer/Minimum Retained Investment, specify the number of shares you wish to transfer and confirm that it meets the minimum requirement of 40 shares ($1,000).
Proceed to Section C: Transfer. Fill in the details of the transferee, including their name, address, and Tax ID. Ensure all information is accurate for proper processing.
Complete the Transferor Acknowledgement section by signing and providing a Medallion Stamp Signature Guarantee. This step is crucial for validating your transfer request.
Finally, review all sections for accuracy before submitting your completed forms back to Business Development Corporation of America as instructed.

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