Investor Form

Investor Form
PERSONAL INFORMATION
Applicant/Investor Name:*
Mobile Phone Number
Home/ Work Phone Number
Email Address*
example@example.com
Gender*

MaleFemale
Marital Status*

SingleMarriedDivorcedWidowed
Date of Birth (mm/dd/yyyy)*

MonthDayYear
Date
Place of Birth (City & State/Province)

Street Address

Street Address Line 2

CountryState / Province

Postal / Zip Code
Country of Citizenship

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Passport Issued by (Country)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Passport Number
Passport Issued (Date)

MonthDayYear
Date
Date Passport Expires

MonthDayYear
Date
PRESENT ADDRESS
Street Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
City

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State/Province

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Country*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Postal/Zip Code

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
IF YOU ARE CURRENTLY INSIDE THE USA, PLEASE PROVIDE THE FOLLOWING
Type of US Visa
Visa Issuance Date

MonthDayYear
Date
I-94 Issuance Date (attach copy)

MonthDayYear
Date
Visa Expiry Date

MonthDayYear
Date
I-94 Expiry Date

MonthDayYear
Date
Date of Last Entry Into US

MonthDayYear
Date
Place of Last Entry Into US

Street Address

Street Address Line 2

City

Zip Code

FAMILY

Spouse
Full Legal Name
Maiden Name
Gender

MaleFemale
Date of Birth (mm/dd/yyyy)

MonthDayYear
Date
Place of Birth (City/Country)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Country of Citizenship

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Passport Issued by (Country)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Passport Number
Passport Issued (Date)

MonthDayYear
Date
Date Passport Expires

MonthDayYear
Date
Children
Number of Children under age 21
Ages
Attending U.S. Schools?
EMPLOYMENT
Employer (Name of Business)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
City

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State/Province

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Country

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Postal/Zip Code

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Job Title
Start Date

MonthDayYear
Date
Annual Salary
Other Compensation
FINANCIAL CONDITION
DETERMINATION OF ACCREDITED INVESTOR STATUS (TO COMPLY WITH U.S. REGULATIONS, YOU MAY BE REQUESTED TO SUPPLY DOCUMENTS TO SUPPORT YOUR NET WORTH AND INCOME).

The undersigned is an accredited investor by reason of at least one (1) of the following (select YES for every item that applies):
1. My net worth (either individually or with my spouse, if any), including home(s), investments and all property and other assets, is at least US$1,000,000.

YesNo
2. My individual annual income was at least US$200,000 in each of the two most recent years, and I expect such income in the current year.

YesNo
3. My annual income, jointly with my spouse, was at least US$300,000 in each of the two most recent years, and I expect such income in the current year.

YesNo

AUTHORIZATION
I hereby acknowledge that the information provided is accurate and truthful as of this date. My submission allows Birch Capital to review the information.
DATE (mm/dd/yyyy)*

MonthDayYear
Date
Signature or Full Name

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Full Name
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Investor Form

PERSONAL INFORMATION

PRESENT ADDRESS

IF YOU ARE CURRENTLY INSIDE THE USA, PLEASE PROVIDE THE FOLLOWING

FAMILY

Spouse

Children

EMPLOYMENT

FINANCIAL CONDITION

SECURITY INFORMATION

VERIFICATION

AUTHORIZATION