Investor Application Form
Name
*
First Name
Last Name
Email
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Is it okay for Overlevel to send you text messages?
*
Yes
No
State of Residence
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Have you completed your 2023 Tax Return?
*
Yes
No
2024 Total Taxes
Federal & State
2023 Estimated Federal Taxes
*
2022 Federal Taxes
2021 Federal Taxes
2020 Federal Taxes
You expect your 2024 taxes to be
*
Please Select
Higher
Lower
The Same
Expected 2024 Total Taxes
*
Marginal Tax Rate for 2024
Please enter tax rate as a percentage (Ex. 24 for 24%)
Notes
Affiliate Code
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