Signature Direction of Investment Form - Equity Trust Company 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Account Holder Information section. Enter your name, account number, email address, and primary daytime phone number.
3. Select your processing preference by checking either 'Expedited Processing Service' for a fee or 'Normal Processing Service' at no charge.
4. In the Asset Information section, provide the Asset Number (IRN) and a brief description of the asset that corresponds with the documents you will list.
5. List each document requiring a signature individually in Section 5. If more space is needed, indicate that an Addendum A is attached.
6. Specify how you would like the documents sent in the Delivery Instructions section. Choose between fax, email, or regular mail options.
7. Indicate your payment method for any service-related fees associated with this transaction.
8. Finally, sign and date the form to confirm your understanding of its contents before submitting it through our platform.

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