Equity trust forms doi 2025

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The document is a Promissory Note Direction of Investment form used to initiate an Individual Retirement Account (IRA) investment in various loan types, including promissory notes and mortgages. It outlines the necessary supporting documentation, submission options, and processing instructions for making an investment request. The form emphasizes that Equity Trust Company does not provide investment advice or endorse any products, placing full responsibility on the account holder for their investment decisions.

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Click ‘Get Form’ to open the equity trust forms doi in the editor.
Begin by filling out the Account Holder Information section. Enter your name, account number, primary and secondary phone numbers, and email address.
Select your processing preference by checking either 'Expedited Processing' or 'Normal Processing'.
In the Investment Information section, indicate whether this is a new purchase or an additional purchase. Fill in the borrower's name, amount, and address details.
Complete the Repayment Information section by specifying payment frequency, total number of payments, periodic payment amount, and interest rate.
If applicable, provide collateral information for secured notes. Ensure all required supporting documentation is attached.
Review all sections for accuracy before submitting. Use our platform's features to save your progress or make edits as needed.

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What is the phone number for equity trust company?

Equity Trust Company is BBB Accredited.

How do I contact Equity Trust customer support?

The Client Services team at Equity Trust is available to answer questions via: Phone. 1-888-382-4727. Hours: Monday-Friday, 8am-6pm Eastern Time. Chat. Chat online. Hours: Monday-Friday, 8am-4pm Eastern Time. Email. help@trustetc.com. Responses within 2 business days.

What is the phone number for my equity customer service?

In order to set-up your new mobile device with your Multi-Factor Authentication, please call Equity Trust Company at 1-888-382-4727. The current factor will be removed and then you will be able to complete enrollment with your new device.