Investor Modification Request - TaliMar Financial

Name *

First

Last

Name of the Account *

If you are investing through an entity name the entity.

What is your preferred distribution method? *

Reinvest will have the monthly distributions added to the account monthly. Receive distributions through ACH deposit or check by mail. Split will allow for the monthly distributions to be partially reinvested and distributed.

Distribution Split

ACH Information

Mailing Information