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Signature Direction of Investment Form - Equity Trust Company 2026

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  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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Equity Trust Company and its predecessor companies have been privately owned by the Desich family since 1974. We invite you to reimagine your retirement by enabling you to invest your IRA or other account into alternative assets such as real estate, private equity, precious metals, cryptocurrency, and more.
Equity Trust Company is BBB Accredited.
The Equity trust headquarters are located at Equity Trust Company, 1 Equity Way, Westlake, Ohio 44145, United States. This address is for typical mail as well as for stakeholders and visitors with appointments to talk about commercial partnerships or other professional questions.
The South Dakota Division of Banking regulates Equity Trust, and we are registered as a trust company that can custody retirement assets.
Once you submit the purchase agreement to your custodian, with your approval, your custodian will sign on behalf of your IRA to complete your IRAs real estate investment. The custodian will double-check to make sure proper information is filled out.

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People also ask

Equity Trust Company and its affiliates are excited to announce their acquisition of Midland Trust, Midland IRA, and other Midland affiliates. On July 15, 2024, Equity Trust will become the custodian for accounts that were previously custodied with Midland Trust.

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Feb 28, 2026 Form 10-K Summary. 108. Signatures. 109. Page 3. Table of Contents. This Annual Report on Form 10-K, including the Managements Discussion andRead more

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